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.
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.
| HOW | Annual License, Glossy |
| WHAT | Configuration |
| WHEN | Since 2013 (Enhanced 2022) |
| WHERE | Projects, Tasks |
| WHO | Planner, SysAdmin, Worker |
| WHY | Automation, Data Processing, Simplification |
- Solution
Sync Template
- Use the slider above to learn about this Solution's functionality
- Review the More Details section below to understand how to use it
- Consider the Pricing section and its value to you (noting payment comes later)
- When you are ready to proceed, click the button above
MORE DETAILS…
TopOur 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
TopFrom $0.25/Task, to a maximum of:
$399/Day
$1,499/Week
$3,999/Month
$14,999/YearThe cost is per matching project task modified, with no charge for tasks that match their template task.
Other Configuration Solutions…
Configuration solutions include both setup (aka “plumbing”) and data, and help you perform actions within your environment more efficiently and elegantly than doing so manually
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