Project Template CSV import and export
L
Li
It is tedious to create Project templates... so many clicks. Would love to create them in spreadsheet and import/ export. This would also open the possibility to share project templates with other Moxie users.
A
Aishling
I really need this feature. I've spent almost 4 hours setting up project templates in Moxie so far for a client project, and I'm not even finished yet. There are many tasks, some with subtasks, and lots of to-dos. Adding all this information into the project template manually is painful — so time-consuming and tedious.
Adding the task/subtask names, descriptions, and to-do text is already time-consuming. But adding the relative due dates, priority levels, and custom task fields is even worse — especially because you have to set those settings for every single task and subtask. There isn't a way to duplicate tasks or subtasks, so it's all manual repetition.
This issue comes up on every CRM setup project I do.
I use a spreadsheet to gather and draft the list of tasks/subtasks/to-dos with my client's input. If there was a way to import that spreadsheet directly into Moxie to generate the project template, it would save hours upon hours of work.
Please prioritise this if possible 🙏