Sync Template

Our Sync Template solution frees you from analysis paralysis on templates: boldly use them to create projects, periodically adapt their tasks as things change, then synchronize those adjustments out to their projects.

HOWAnnual License, Glossy
WHATConfiguration
WHENSince 2013 (Enhanced 2022)
WHEREProjects, Tasks
WHOPlanner, SysAdmin, Worker
WHYAutomation, Data Processing, Simplification

  1. Solution
    Product Intro Slide
    sync template

    Sync Template

    Adapt Workflow

    Our Sync Template solution frees you from analysis paralysis on templates: boldly use them to create projects, periodically adapt their tasks as things change, then synchronize those adjustments out to their projects.

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    Price Slide

    Sync Template

    From
    $0.25/Task

    To A Maximum Of:

    $399/Day
    $1,499/Week
    $3,999/Month
    $14,999/Year

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    MORE DETAILS…

    TIP: We invite you to learn about this solution below, and once you are ready, to then proceed here.

    Our Sync Template solution frees you from analysis paralysis on templates: boldly use them to create projects, periodically adapt their tasks as things change, then synchronize those adjustments out to their projects.

    To use it…

    NOTE: in preparation, first deploy our free Sync Template Helper into your Workfront environment as shown in the Media section below.

    Select a template, choose a project filter, and check the desired options to synchronize from among the following:

    • Task Approval Processes
    • Task Assignments (Usually with Durations and Work) NEW!
    • Task Costs
    • Task Descriptions
    • Task Durations (Usually with Assignments and Work) NEW!
    • Task ExtRefIDs
    • Task Milestones
    • Tasks Missing From Template (Might require multiple runs) NEW!
    • Task Names
    • Task Numbers (Might require multiple runs) NEW!
    • Task Predecessors (Might require multiple runs)
    • Task Priorities
    • Task Roles
    • Task Teams
    • Task Work (Usually with Assignments and Durations) NEW!

    Then run it to synchronize the template tasks out to the matching project tasks that were created from the template.

    PRICING

    From $0.25/Task, to a maximum of:
    $399/Day
    $1,499/Week
    $3,999/Month
    $14,999/Year

    The cost is per matching project task modified, with no charge for tasks that match their template task.

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