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 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 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 will be very similar to creating a standard Task (for more information on creating a Task, click HERE). 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.
When creating Tasks inside Templates, the assigned user for the Task is one of two user types rather than a specific person. When a new Project is created using this Template, the Task will automatically be assigned to the specified user type (either the Project Leader or the Client).
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 (for more information on creating a Phase, click HERE). However, there are two notable exceptions:
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.
PRO TIP: The option for applying a Project Template will only appear when you are creating a new Project. It cannot be applied to a Project that is already existing due to the many possible conflicts with assignments, etc.