Project Templates

Templates allow you to standardize the structure of your projects. By selecting a template, employees can quickly recreate project details such as name, description, discussions, tasks, files, notes, milestones, and team members. The template can be edited at any time from the project template section.

This feature saves time and effort in the project creation process, leading to more efficient project management.

To create a new template:

Go to the Projects section and click on the 'Templates' option in the navigation bar. Then, click on the 'New Template' button. Fill in the project template details and customize it by adding tasks, notes, files, and other necessary components.

To create a template from an existing project:

Go to the Projects section, click on the 'Templates' option in the navigation bar, and then select 'Create a template from an existing project' at the top right of the screen. Choose the desired project and click on 'Create Template'. 

The new template will contain the discussions, tasks, files, notes, milestones, and team members of the existing project, with completed tasks being automatically reopened in the new template.

Note: To access templates, you must have Project Admin privileges. Only members of the project template will have access to the template. Once a new template is created, you can make any desired changes such as renaming the template or deleting redundant content.