Remap dates in templates

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Start and due dates on tasks in a Space, Folder, or List can be saved to a template.

When you apply the template, you can use the original Start and Due Dates or update them to a different date by remapping them.

What you'll need

  • Guests can't remap dates in templates.
  • This feature is not available when using an Automation to create or update a task. 

Remapping dates in templates

When applying a Space, Folder, or List template that contains tasks with any combination of start or due dates, you can choose to remap those dates.

Below is a List that's used as a template for marketing campaigns. Not all marketing campaigns will be run in August, but those projects will usually take a month, and tasks will generally need to be completed around the same time for each campaign.

 

Campaign_LIst.png

When applying the template, the marketing team can update all their task start and due dates by remapping them. Instead of manually updating every task, all the tasks will be updated when the template is applied.

Tasks with either a start date or due date

When tasks only have either a start or due date, only the included date will be remapped. Remapping dates does not automatically fill in missing dates on your tasks.

Tasks with a start time or due time

You can also include a start or due time in a template. 

For example, if a task in your template originally has a start date of 8/1 at 8 a.m., and you remap the start date of your template to 12/1, the task will remap to 12/1 at 8 a.m.

Remapping options

You can choose how to remap dates each time you apply a template.

Remapping by start or end date

You can choose to remap your tasks by setting a new start date or a new end date (final due date).

  • Start date: Set a new start date for the tasks in the template. This is perfect when you know when a project is going to start.

  • End date: Set a new end date for the tasks in the template. This works best when you know your project’s deadline.

Apply a template and account for weekends

When applying a template, you're given the option to remap dates and to skip weekends. 

It's not possible to skip holidays when remapping dates in templates at this time. Vote on this feature request if you'd like to see it implemented!

If you're not skipping weekends:

The number of total days, including weekends, is counted.

To apply this template: 

  1. From the Sidebar, click the ellipsis ... next to the Space, Folder, or List where you're applying the template.

  2. Select Templates, then Browse Templates.

  3. Click to open the template you're applying.

  4. Click Use Template.

  5. Select Remap Dates.

  6. Choose a new start date. 

    • In this scenario, we're choosing a start date. You can also choose an end/due date. 
      RemapDontSkipWeekends.png

  7. Click Use Template.

When you apply this template, you remap from Thursday, 12/29. You don't enable Skip Weekends. Your new due date is set at 1/12, 14 days later.

If you're skipping weekends:

When you apply this template, you remap from Thursday 12/29. You enable Skip Weekends

Skipping weekends also takes into account the weekends that are between the tasks.

For example, there are 6 weekend days between 12/29 and 1/12 that are skipped. This pushes your due date out to Wednesday 1/18. 

  Start Date Due Date Number of days between Start and Due Dates
Include weekends Thursday, Dec. 29 Thursday, Jan. 12 14 days
Skip weekends Thursday, Dec. 29 Wednesday, Jan. 18

14 weekdays + 6 weekend days

 

Note: When skipping weekends, the start and end dates on the remap dates modal won't update until you apply the template.

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