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How to automatically recalculate Start & Finish dates of multiple tasks while duplicating template

How to automatically recalculate Start & Finish dates of multiple tasks while duplicating template
   
Home  » Support  » Frequently Asked Questions (FAQ)  » How to automatically recalculate Start & Finish dates of multiple tasks while duplicating template
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How to automatically recalculate Start & Finish dates of multiple tasks while duplicating template

  1. Create task group "Conference Template"
  2. Create subgroup "Before the Conference" in task group "Conference Template"
  3. Create tasks in subgroup "Before the Conference"
  4. Note that the first task in the subgroup should be assigned to Start/Finish date at X-days before the Conference date (for example initial task "Admissions to email participants 6-months packet" can be planned for 180 days before the conference) and the last task in the subgroup should be assigned to Start/Finish date of the conference beginning. 

  5. Create subgroup "After the Conference" in task group "Conference Template"
  6. Create tasks in subgroup "After the Conference"
  7. Note that the first task in the subgroup should be assigned to Start/Finish date of the conference beginning and the last task in the subgroup should be assigned to Start/Finish date at X-days after the conference date (for example the last task "Draft and Mail 1 yr follow up packet w/ Plan copy" can be planned for 365 days after the conference date)

  8. Create task group "Conference 1"
  9. Duplicate subgroup "Before the Conference" from task group "Conference Template" to task group "Conference 1"
  10. Note that while duplication you need to set a beginning date of Conference 1 and select option Finish Date in drop down list.

  11. Duplicate subgroup "After the Conference" from task group "Conference Template" to task group "Conference 1"
  12. Note that while duplication you need to set a beginning date of Conference 1 and select option Start Date in drop down list.

    If you did everything right the program should automatically recalculate Start/Finish dates of all tasks depending on their previous settings before or after the conference date.



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