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Templates and import

Start the next project where the last one left off.

Save a project as a template and start new ones from it, dated from their start. Bring your current tasks and people in from the tools you use now. A new firm is shown what to set up first.

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Settings, Templates: the firm's project templates with their stages and tasks.

Templates

Your way of running a project, ready to reuse.

Save any project as a template from its More menu, or build one in Settings, laid out like a project's Work. Start a new project from it: the stages, tasks, checklists and key dates arrive dated from the start date you give, with the fee split by stage.

  • Ready to start. A new firm gets a ready-made template to begin with.
  • With your agent. When your agent sets up a project from a brief, it starts from your template.
The template list, each with its stages, tasks and length.

Import

Move in without retyping.

Bring a project's tasks or the firm's people in from a CSV or Excel file. Exports from Asana, monday.com, ClickUp, Linear and Monograph are recognised as they are.

  • Warnings, not walls. A person, a stage, a date or a status Arqiflow doesn't know is pointed out, and the import goes on.
Importing tasks from a CSV: columns matched, and a warning about an unknown person.

Get started

A new firm knows what to do first.

The owners of a new firm see Get started at the top of their Dashboard: set up the firm, invite the team, set cost rates, create the first project and give a task to the agent. Each step ticks itself when it is done, and the list goes away when you dismiss it.

A new firm's Dashboard with the Get started steps.

What comes with a template or an import.

  • Dates from the start

    Every task and key date is placed from the new project's start.

  • Checklists

    The small steps of each task come with it.

  • People

    Import the firm's people with their roles and disciplines.

  • CSV and Excel

    From any tool that exports a spreadsheet.

  • Nothing lost

    What could not be matched is listed, so you can fix it after.

  • Or ask your agent

    Give it the file and it imports the tasks or the people for you.

Questions

Can we bring our projects from Monograph or Asana?
Yes. Export the tasks as a CSV or Excel file and import them into a project. Their columns are recognised as they are.
Does a template copy people?
No. A template holds the stages, tasks, checklists, key dates and fee split. You choose the team for each new project.

More of Arqiflow

Bring your next project into Arqiflow.

Run your own projects and people in it free for 14 days, with no card. The agent comes with a plan.

Start free trialSee pricing