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Attach Templates in Mass

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Level 3

11/14/24

Description - Enable the ability to mass / bulk add templates to projects. 

Why is this feature important to you - This feature is important because we have different template scenarios and right now, we are using an import / kickstart to mass create projects and applying a template that has every possible task available that we may need. The challenge is, we may find out later we don't need all of the extra tasks, or we may need them and deleting what is needed is risky because we calculate commissions on our tasks, but having everything available but possibly not assigned creates some bad user experience in reports. (specifically project reports that reference task data) Having the ability to mass add templates in bulk would allow us to input the project without a template on our import file and then add them later on once we know the assignment scenario without having to go into each project one by one. 

How would you like the feature to work - The could work just like the approval process which is currently available as a mass update. 

Current Behaviour -