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project management software KnowledgeBase

Project Templates

If your projects are repetitive in nature, it may help you to create a project template to create new projects from.
(I.e. a project that you can replicate.)

Creating a Template Project

  1. Click the "New Project" button
  2. Under Project Name, use the name "Template" so that you can easily identify it later.
  3. Under the "Status" drop down select "Template"
  4. Click Submit
You then can set up the tasks in the project keeping in mind that this template will be re-used so so the verbiage should not be specific to a particular project.

Using a Project Template

  1. Click the "New Project" button
  2. Enter your project information in the fields provided.
  3. Under "Import tasks from", select the "Template" project you previously set up to import it's tasks into the project you are currently creating.
  4. Click "Submit"






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