Project Templates

Templates provide a way to define a common structure for the projects. This allows employees to reproduce project structures and tasks, merely by selecting a template, instead of creating the whole project again. Templates include project details such as: Name, description, discussions, tasks, files, notes, milestones and team members. You can always edit the templates from that project template.

Creating a New Template

  1. Navigate to Projects
  2. Click on Templates in navigation bar
  3. Click on New Template button (Refer Pic 1.1)
  4. Enter all the details of the project template (Refer Pic 1.2)
  5. Now, add tasks, notes, files as per your requirements. (Refer Pic 1.3)

Pic 1.1

Pic 1.2

Pic 1.3

Creating a Template from Existing Projects

  1. Navigate to Projects
  2. Click on Templates in navigation bar
  3. Click on Create a template from existing Project (Refer Pic 2.1)
  4. Select a Project and click on Create Template (Refer Pic 2.1)
  5. A template will be create with discussions, tasks, files, notes, milestones and team members of the existing project. The completed tasks will be reopened automatically in the new template.

Pic 2.1

Pic 2.1


Note: 

  1. You need Project Admin Privileges to access Templates
  2. Whoever is the member of the Project template will only have access to that Template.
  3. Once the new template gets created, make the changes (rename the template, delete redundant content, etc.) as per your requirement.

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