Cultured Code released Things Cloud “Nimbus” a couple of days ago. I found myself skimming their Twitter feed and saw:
Mac: While viewing the Projects focus (⌘+5) — i.e. you aren’t viewing the details and To Do items within a project — select the project you’d like to copy, then press ⌘+D (Duplicate) to create an identical copy of the project.
(You can also duplicate To Do items.)
Despite not having read the Project Templates support page from Basecamp Help, I recently learned that I could create project templates in Basecamp—which include To Do lists—and longed for similar functionality in Things.
I…think they had it all along.🙂
It should be listed on the keyboard shortcuts page (required reading for all Things for Mac users striving to be super efficient).
Here are some project template ideas:
- Packing list
- Important weekly/monthly checklists
- Irregular projects (new clients, employees, taxes)
How would I create, organize, and save the project templates for future use?
Initial setup will take less than a minute:
- Open the Tags window (⇧⌘+T), and create a tag named Template for the project.
- Click the blank area—in the row of the tag—furthest to the right, which will display a text area with a blinking cursor. Choose a letter to be used for a keyboard shortcut for the tag, like “T”.
Goal thus far — When viewing the Project focus (⌘+5), find your project templates quickly by pressing Ctrl and the letter you chose in step 2 earlier. (e.g. Ctrl+T)
Create a project template:
- Create a new project, which will be your template.
- Add your desired project tags, notes, and To Do items.
- Navigate to the Project focus (⌘+5), press the keyboard shortcut you’ve chosen for the Template tag (Ctrl+T, for this example), then move the project to the Someday focus (⌘+Y) to hide it from your Active Projects list in the sidebar. Once you’ve created several project templates, you can use the up (↑) and down (↓) arrow keys to select a project.
- Optional: While viewing the Project focus (⌘+5), select the newly-created project template, and File (⇧⌘+F) the project in the correct Area.
- Repeat steps 1–4 for additional project templates, as needed.
Now, you’re a few keyboard shortcuts away from creating a new project from one of your templates. By few, I literally mean:
- (⌘+5) Navigate to the Project focus.
- (Ctrl+T) View all projects with the Template tag.
- (↓ or ↓) Navigate to your desired Project item.
- (⌘+D) Duplicate the project template.
- (⏎) Open the duplicated project, remove the Template tag.
- Edit the project to be specific to the scenario (a.k.a. profit).