Add templates

You can create and use templates from your mobile app

  1. Select Projects from the navigation bar.

  1. Tap on the ‘Assigned to me’ option on the top left corner of your screen.
  2. Tap on Templates from the list.

  1. From here you’ll be able to view and manage all the templates present in your account. 
  2. Tap on the Plus sign on the top-left corner of your screen and select Add Template from the drop-down list.

  1. Alternatively, you can add a new Template from anywhere in your account from the Quick add icon on the navigation bar.

  1. Add the following details in the new window:
  • Add the Title and Description of the template.
  • Add Assignees to the template.
  • Specify the Start Date and End date of the template. 
  • Set a Color code.
  • Select a Project manager.
  • Tap Add.

Need more help?

- Can't find the answer to your questions? Contact ProofHub Support
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