PROJECTS: Project Templates

What is a Project Template?

Project Templates essentially allow you to “pre-create” the Tasks & Phases in a Project, , and then have the option to "apply” that template whenever you create a new Project. When a template is applied on a new 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 create a new Project Template, simply navigate to Projects > Project Templates, and click the + button.

When you create a new Project Template, you will simply name it and save, and then you will be able to further manage it using the “Manage” option in the Options drop-down button, or by simply clicking the table row containing the desired Project Template.

PROJECT TEMPLATE – TASKS

When creating a new Task inside a Project Template, you will have several fields to fill out, and the form will be very similar to creating a standard Project Task, with 2 notable exceptions:

Due Date

Instead of the normal date-picker, this field will instead be a numerical text field, along with a drop-down for selecting “Days” or “Weeks”. This will be 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 “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 User

When creating Tasks inside Project Templates, the assigned user for the Task will not be a specific person, but rather one of two user “types”: Project Leader or Client. If the Task is assigned to the “Project Leader”, when a new Project is created using this template, this Task will automatically be generated and assigned to the user who is set as the Leader of that new Project. Similarly, if the Task is assigned to the “Client”, the newly generated Task will be assigned to that new Project’s Client when created.

PROJECT TEMPLATE – PHASES

When creating a new Phase inside a Project Template, you will have several fields to fill out, and the form will be very similar to creating a standard Project Phase, with two notable exceptions:

Start/End Intervals

Instead of the normal date-pickers, these fields will instead be numerical text fields, along with a drop-down for selecting “Days” or “Weeks”. This will be used for setting a “conditional” start and end date for the Phase, which will be based on the creation date of the Project. For example, if you set the Start date to “10 days”, the End date to “20 days”, and create a new Project using this template, then 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 the creation of the Project.

USING PROJECT TEMPLATES

Once you have one or more Project Templates created and populated, you will have the option to use them when creating a new Project, via the “Template” drop-down on the “Add Project” form.

PRO TIP: The option for applying Project Template will only appear when you are creating a new Project. It can't be applied to a Project that is already existing due to the many possible conflicts with assignments, etc...

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