Can Heffl repeat projects for ongoing client work?
Yes. Project templates let you reuse sections, tasks and subtasks. Recurring project profiles generate projects on the schedule you configure. Heffl supports flat-rate and retainer project types.
Reuse the project structure
Project templates let you reuse sections, tasks and subtasks. Use a template for work that follows a familiar structure, such as a client onboarding or monthly delivery checklist.
Repeat the work on a schedule
A recurring project profile generates projects on the schedule you configure. Review the schedule and the work in the profile before using it for ongoing client delivery.
Choose the relevant project type
Heffl supports flat-rate and retainer project types. A recurring schedule controls when projects are generated; it does not replace reviewing the scope, assignments and financial details of the client work.
