Trial user question about templates

[Debbie Turner]

Hi,

I'm using the trial version of the program and testing it out.  I am familiar with GTD and have been using Omnifocus on my ipad/iphone/iwatch.  I, however, use a pc at work so am trying to see if this would work better.

I have a bunch of projects that I do over and over again for clients.  In Omnifocus, I have a Workflow setup that prompts me for the customer name and item and then creates all the tasks for me in Omnifocus.

In MLO, I thought maybe I could do it with templates, but I can't figure out how to get the customer name / item information entered.  If I just duplicate the tasks and then change the Project title, it shows on the pc and I can tell them apart, but on the iphone and iwatch, I only get the task name, so it looks like I have a bunch of duplicates and I can't tell which one I should be checking off.  I looked for a search/replace function thinking I could put something like <customer> and <item> into the template and then do a search and replace those with the correct customer / item, but that functionality doesn't seem to be there.    I tried outputting the template, but is there a program that I can edit the MLT file with?

I was just wondering, if anyone else has come up with a way around this?

Thanks so much for the help,

Debbie