How to set new default details for tasks in all projects

Question

Hi all,

I'd like to confirm if I can create a new set of default details in my tasks when creating new projects instead of having to do it manually for every project.

For example: I need planned end date, original estimate etc.
Those do not appear in the default and I have to do it manually.

Is there any way I can change those details so that it appears for every project?

I always create my projects under the "project management" template.

Trudy P Claspill · Answer

I just noticed that the tags on your post indicate you are using the Free plan. Is that correct?

And from the image you provided it looks like you are trying to do this for a Work Management (aka Business) project. Is that also correct? You can confirm that by finding the entry for the project on the View All Project page under the Projects menu.

If both of those are true, I'll have to do a bit more research to determine if the options I was thinking of are actually available to you.

Rafaela Gomes Azevedo · Answer

Hi @Trudy P Claspill , it's a company-managed project.

How do I set the default details to show in every project I create?

Trudy P Claspill · Answer

Hello @Rafaela Gomes Azevedo

Is that a Team Managed project or a Company Managed project? Look at the bottom of the panel on the left for that information.

If it is a Team Managed project then you cannot set up such defaults to apply automatically when a new project is created.