PROJECTS: Project Templates

What is a Project Template?

Project Templates essentially allow you to pre-create the Tasks and Phases in a Project, and then have the option to apply that Template to a new or existing Project. When a Template is applied to a Project, the predefined Tasks and Phases are automatically generated, assigned to the appropriate user, and due dates are dynamically generated based on your settings.

To get started, navigate to Projects > Projects, and click on the Templates tab on the top navigation bar.

Click the +Add Project Template button to create a new Template. To edit an existing Template, either click on the Template directly from the list, or select Manage from the Options dropdown menu.


Project Template: Tasks

When creating a new Task inside of a Template, the fields to fill out is very similar to creating a standard Task.

CLICK HERE to learn about creating Tasks

However, there are two notable exceptions:

Relative Due Date

Instead of the standard date-picker, this field is a numeric value field along a dropdown menu for selecting either days or weeks. This is used for setting a conditional due date for the Task, which will be based on the creation date of the Project.

For example, if you set the due date to to 10 days and create a new Project using this Template, then this Task will automatically be given a due date that is 10 days after the creation date of the Project.

Assigned To

When creating Tasks inside Templates, you can assign the Project Leader, Client, or an individual Staff Member. In the event a Staff Member is no longer available, the assignment will automatically set to the Project Leader.


Project Template: Phases

When creating a new  Phase inside of a Template, the fields to fill out will be very similar to creating a standard Phase.

CLICK HERE to learn about creating Phases

However, there are two notable exceptions:

Start/End Interval

Instead of the standard date-picker, these fields are numeric value fields along a dropdown menu for selecting either  days or weeks. These are used for setting conditional start and end days for the Phase, which will be based on the creation date of the Project.

For example, let's say you set the start date to to 10 days and the end date to 20 days, and  create a new Project using this Template. This Phase will automatically be given a start date that is 10 days after the creation date of the Project, and an end date that is 20 days after creation of the Project.


Using Project Templates

Once you have one or more Templates created and populated, you will have the option to use them when creating a new Project.

To merge a Project Template to an existing Project, navigate to Projects > Projects and locate the Project you wish to merge. Click the Options dropdown menu and select Apply Project Template.

Then, select the Project Template from the dropdown menu.

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