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Found 1 result

  1. Hi All, Need some guidance setting up some projects templates for our PMs. In a nutshell, I need to create predefined templates that will populate a projects with all the required tasks and milestones. I've setup templates before, however i'm running into a few issues with this one in particular. For reference, the structure of the project goes something like: PROJECT X 1. Project Brief - Create Brief (TASK) - Review Brief (TASK) - Brief Agency (TASK) - Brief Internally (TASK) - Share Brief (TASK) 2. Create Concepts - Receive Concepts (TASK) - Review/Approve Concepts (VERSIONS/REVIEW/APPROVAL) - Share feedback with Agency (TASK) - Approve (REVIEW/APPROVAL) 3. Production Process - Review TV/Video Concepts (VERSIONS/REVIEW/APPROVAL) - Share with Management for Approval (REVIEW/APPROVAL) - Send RFP to (min) 3 Production Houses (TASK) - Receive Proposals (TASK) - Review Proposed Treatments (REVIEW/APPROVAL) - Review Quotations (TASK) - Select Production House (TASK) - Obtain management Approval (REVIEW/APPROVAL) - Raise PR/PO (TASK) - Proceed to Production 4. Production - Use existing template 5. Delivery - Approve Plan & PRF (REVIEW/APPROVAL) - Versions approval (REVIEW/APPROVAL) - Adaptations (Social, Print etc) (REVIEW/APPROVAL) - Final Approval (REVIEW/APPROVAL) - Delivery 6. Reporting - Use existing template OK, a bit convoluted I know - but that's our process. I realise a lot of these are not tasks, merely approvals, or could be Milestones, which is fine. The main issue I have is crafting a template that includes these Milestone - which I haven't figured out how to do. When I add a list of task templates to a project, I can't manually insert Milestones - I can create them separately, but can't re-order the task list according to the hierarchy I want. Also, generally, I'm not able to re-arrange tasks in the list - I try dragging tasks up and down but nothing happens. Any help guys? Thanks Tony