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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

    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.

  2. Media

    Sync Template Glossy:

    STEP 1: Navigate to our free Sync Template Helper package as a prerequisite

    STEP 2: Deploy Sync Template Helper to install the custom form, parameters, and view that Sync Template requires

    STEP 3: For desired Template’s Tasks, use the Template Task views to attach the Template Task Override form to any new Tasks to effectively associate the resulting Synchronized Tasks with the Template

    STEP 4: Run the Sync Template solution for the options of interest

    TIP: since some of the settings (e.g. Task Number, Predecessors) are recursive, it might be necessary to run the Sync Template more than once until all such items “settle” and no further syncs are required

  3. 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.

  4. Files
  5. Related Products