Rejected

:speech_balloon:

Import/Export for Pro tier (or ability to create Template)

On Pro tier, I was hoping to create a bit of a template project I can clone for new clients – hopefully have it set up with some basic defaults enough to avoid some relatively duplicate work.

I just tried to create a new fake client and found I can’t actually export a client’s plan anyway.

On a related note, I would expect the ability to do this for cases where a client is perhaps interested in taking over ownership of their plan. I’d be open to sending them a copy of their plan to take forward if they wished.

1 vote

Tagged as Suggestion

Suggested 20 August by user D V

Moved into Rejected Tuesday