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    • About Project Analyzer
    • Performing Initial Project Setup
    • Saving Your Work
    • Working with the Data Entry Grid
  • Work with Tabs
    • Color-Coding of Tabs in Project Analyzer
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    • Financial Projections: Toolbar
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    • System Configuration: Toolbar
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You are here: Guides > User > Load Tasks from a Template
  • User
    • Create a Custom Filter
    • Create a Labor Budget Baseline
    • Create a Task
    • Create an Active Project From an Opportunity
    • Create the Project Team Using Team Builder
    • Create the Schedule
    • Delete an Opportunity
    • Disable Inter Office Staffing in a Project
    • Export Project to Excel
    • Import an Opportunity
    • Import From Another Effort
    • Load Labor Budget from Team
    • Load Labor Budget From Tasks
    • Load Tasks from a Template
    • Make Detailed Assignment Plans
    • Make Detailed Staffing Assignments
    • Make Detailed Task Assignments
    • Modify a Project
    • Set Auto Save
    • Set Currency Equivalents
    • Show Assignment Conflicts
    • Update Statuses in a Project
    • Use the Employee Filter
    • User Settings

Load Tasks from a Template

Perform the following steps to import a list of existing tasks from another project, opportunity or template to the current project or opportunity.

To load tasks from a template