when you put a date in a task and then save it in a template, it’s a relative date the next time you insert then template.

create your task with a date of 7 days from today and save the template. Next time you go to insert the template, say on March 1, the task will have a due date of March 8 (7 days later)

I think this also works with the ‘Schedule a follow up’ activity as well

Thanks for the insight.  I think that will be helpful to me soon. 

This works for things that are relative to the date I enter the info in, but I’m looking for something that’s relative to a date I choose.  For example, I have booked a show on June 8.  I want it to generate a touch base call for June 1 and a thank you card reminder on June 8. 

This isn’t a huge need but it would save me some time if the function is already there.

BalloonStory - Feb 13, 2011 10:42pm

Thanks for the insight.  I think that will be helpful to me soon. 

This works for things that are relative to the date I enter the info in, but I’m looking for something that’s relative to a date I choose.  For example, I have booked a show on June 8.  I want it to generate a touch base call for June 1 and a thank you card reminder on June 8. 

This isn’t a huge need but it would save me some time if the function is already there.

I need this ability as well.  Once I get a project, there is a countdown of events that must occur x number of days prior to the project start date.  I suppose that I’m asking for a way to “back-schedule” from a date as an option.

Does anyone have other ideas on how to accomplish this?

Regards,