What is a template
Template functionality in project management systems eliminates the need to create projects from scratch repeatedly. Instead, for projects sharing similar structures, templates offer a pre-defined framework. You can select a template during project creation to streamline the process and save time.
Add a template
- Access the “Quick add” menu: Click on the “+” icon located in the top left side to open the quick add menu and select “Template”.
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- Enter the template details:
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- Color: By setting a color for your template, you can utilize the color filter to conveniently sort and organize your templates based on color categories.
- Add the title and the description.
- Assignees: People who should be part of the project.
- Project manager: Select the project manager from the list of assignees assigned to the project. The project Manager is responsible for coordinating all aspects of a project, including planning, execution, and team collaboration, to ensure successful completion within defined timelines and objectives.
- Select the start date and end date of the template.
- Click Next.
- Select the project tabs:
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- Enable/disable the tabs: Project tabs refer to the various sections or areas within a project.
- Set a tab as default: This means that when you open a project, it will automatically take you to the tab you’ve selected as the default.
- Save the template: After entering all the details and selecting the tabs required for the template, click the “Add” button to save your template.
How to use a template
While creating the project check the “Use template” option. From the drop-down list select the template you would like to use.
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Note: While creating a project from the template, dates can be adjusted as per the following parameters:
- Earliest date in the project/template
- Keep the date as it is
For example: Select the “Earliest date in the project/template” from the drop-down list and set the due date as per your need. Now, if the current earliest due date is December 1 and you move it to a new date, let’s say, December 3, 2 days will be added to all the dates.
Convert existing project to template
- Hover over the project name: The gear icon will be visible, click on it and select “Edit” from the context menu.
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- Check the “Is template” and click on “Update” to convert the existing project to a template.
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