I’m pleased to let you know we just added a new important feature to the Upvise Projects Application: Templates.
The Projects application let you create new projects, link contacts or companies to it and also create notes and tasks for a given project.
What we just added is the option to define template projects, each template with a set of predefined tasks.
When you create a project you have the option to create it based on a given template. This will simply automatically create as many tasks as defined in the template for your project.
Then you can customize and create / remove tasks manually if you want.
The Projects application is part of the Upvise business license, but you can try it for free fro 30 days.
To get started, just install the latest version of the Upvise client v2.7.2 from your phone at: http://m.upvise.com
Then you need to create one or more project templates and add task templates to it. You can do this either on the web interface or on your phone.
On the web, sign in to your Upvise account and select the Projects Application.
On the left pane, click on the Templates link and create a new project template and add tasks to it.
Then you can create new projects and select the project template for this new project.
You can also manage project templates on your phone. Start the Project app and click on More Views, then Project Templates.