Plans – Templates and Exports

From the Plans page you can copy or export plans.

Using a plan as a template

If you've finished working through a plan, making tweaks and discoveries along the way, you now have a great template for your next project! You can use any existing plan as a template for a new one. Simply go to the plans page, click "New" and select your plan from the 'Use a Plan as a Template' list. You will be given the option to give your new plan a name and start date. You can also choose the starting status for your milestones and if they have an owner. You are now all set to embark on another successful plan!

Exporting a plan

If you want to keep a copy on your own machine, clicking on export will download a CSV file of all the milestones within a project.