Projects with recurring task lists
I'm sorry if this has been answered before, I tried searching but didn't find what I was after.
I use the outlook add-in as my primary organizational system. I am now in the process of getting all of my staff on board with it as well.
Each time my company sells something there are a series of items that must be completed before we can close the file and move on. The account manager is responsible for making sure that all items are completed, but will have to delegate some, wait for some, do some him or herself etc.
I would really like to have a pre-populated task list that shows up each time a project is started. Kind of like a checklist. Once the project is started all of these tasks should show up which the account manager would have to work through.
Is there a way to do this? I really don't want to create each action item each time a new project (sale) is started. I see there is an 'import' feature.