As a Partner it would be really helpful if we could set up a standard project template that we can then “import” or “transfer” to new clients portals
We want to encourage new clients to use HubSpot as much as possible but at the moment its easier to just use Excel/Sheets for a checklist of tasks as creating a replicated project each time is painful
Status: Idea Submitted
I love this! I would love to be able to export the projects into Teamwork, our project management tool
We are actually looking for a functionality to move our onboarding tickets to the projects object. A transfer tool would be very welcome, so we can keep our reporting.