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Workspace PS Web App & Platform
Categories Performance
Created by Jonathan Cote
Created on Feb 26, 2025

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Meeting Minutes - Portfolio Templates or Import/ Export

We have a few standard meetings that need to be set up for each project.

The process of creating these meetings for each project is time-wasting when it can be simply automated. Please consider an import/export or templates similar to checklists.

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  • Eric Elfner
    Jun 3, 2025

    As with Checklist templates across projects, this seems like a low hanging fruit to improve ProjectSight. A first step would be to copy/import meeting minutes across projects, but Portfolio Templates should be the endgame.

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