Turn on Saved Items (Templates) in ☰ → Features to save tasks, projects and groups of tasks, and load them anytime later.
This is great for a project or task that you want to reuse.
Think of the saved item as a template that you can then reuse again and again.
How to save a task or project
Use the Save as template action on a task or project. You can add it to your hover buttons, right-click menu or bulk menu from the feature's Access tab. If you select several tasks first, you can save them as separate templates or together as one task group. A task group loads all its tasks together, in order.
You can also build a template from scratch: open ☰ → Saved items, click + (New template) and choose Task, Task group or Project.
How to load a saved task or project (template).
Master List - column view
One way to load a project into your Master List (column view) is to click the plus button at the top of the column and then select "Load project".
Master List - list view or column view
To load a task or project, first create a new empty task or project (through the menu above, plus/flag button at end of column or using shift + t/shift+p shortcut) and then type "load " followed by a space. You will then see a dropdown menu with your saved tasks/projects respectively.
Day view (and other input bars)
You can load a task into your days directly by typing "load " into the task input bar and selecting a saved task from the dropdown.
You can also use the Load action on a project or category, or click Load... next to an item in Saved Items.
What gets saved?
These properties get saved:
Any date related property (due date, planned week/month) does not get saved.
Setting default parent Category/Project
By default, when you save a task or a project, its parent is the default parent. For example, if you have a task in #Work category and you save it, the next time you load it, it will be automatically assigned to #Work.
You can change this in the Saved Items organizer (☰ → Saved Items) by clicking on the "Choose default parent Category/Project" button when you hover over a saved task.
Editing a template task or project
Open ☰ → Saved items and click a saved item. It opens on the right, where you can see and edit everything inside it. You can also still load it, make changes and save it again. Marvin asks if you want to overwrite the saved item.
Deleting a template task or project
To delete a saved item, go to ☰ → Saved Items (Saved Items organizer) and when you hover over an item, you will see the delete icon on the right.
Reordering saved items
You can reorder saved items by dragging and dropping them.
Use Group by at the top of Saved Items to group them by Type or Category.
