Setting Up Todoist - EP7 - Using Templates

In this episode, I take you through how to download and then import a template in Todoist. This is more of an advanced trick, but well worth demoing.

***If you are ready to take your Todoist mastery to the next level, I also have a book "Working With Todoist: The Book" so you can learn this fantastic app at your own pace.***

[onkarnsrivastava]

Thanks a lot for creating this. I am new to Todoist and find this very helpful.

[FritzOettinger]

Just found your series and have been watching one or two each day. I have been using Todoist for years now and this series is helping me shape my workflow to a fuller potential. Thanks!

[letstalkaudio]

Thank you so much for covering this... It help me understand it better...I greatly appreciate it and I'm looking forward for future videos. Thanks

[internettie]

Thank you so much for this episode on templates. I'm new to Todoist and have been racking my brain to figure out how to do a recurring grocery list! Voila! Templates! I am very excited now. Thank you!

[momoody]

Thank you for creating this series. It has helped me tremendously!

[RoadSuccess]

Thank you! This was great! I would use this for projects that I have to do once a year like paperwork and financial tasks to enroll my son into college. Having everything listed out as a template will save a lot of time instead of having to remember each step every year.

[Commonsensecommodities]

Love your Videos. I'm new to Todoist and really like it. Questions about project templates. Let's say I have a certain "set of task" that I need to do for each new customer that I get. I would like to set that up as a project with task under it to complete. So if I got a new customer named Joe and a new one named Sally I would want TWO identical projects and task set up for each one. This way I know when I've completed things I need to do for each client or things I need to get from each client. How best to do this?

[carolhanna]

How would you set up a yearly task I.e. Birthdays or anniversaries? Also how would you set up bi-weekly, bi-monthly on a certain day of the week?

[Techncalby]

Good intro, but was hoping to see some information on editing the CSV file itself for ease of import or export from other programs

[GofelipeGraphicDesign]

for some reason the templates I created and started implementing in my projects doesn't appear on my iphone, says this project is empty. Yet on my desktop and online version of Todoist, shows up.

[walid]

Great video but a horrible feature, I hope someone at Todoist finds a more elegant way of doing templates.

[Anne-qjln]

Carl:

I am new to these methods. What is the purpose of using templates?