Creating Project Templates and Duplicates
If there's a project you've accustomed perfectly to your needs, and you'd like to use it for many other projects to come, you don't have to create it all over again every time. Create a Project Template out of an existing project, and use it as many times as you need.
How to Convert a Project to a Template?
- Step 1: Click on the Project tab.
- Step 2: Click on the “...” menu next to the desired Project.
- Step 3: Click on “Convert to Template”
- Step 4: Click on “Convert”
- Video tutorial: https://vimeo.com/1123469291
Note: The new template will be created with this name. All tasks in this project will be copied to the new template.
Or
- Step 1: Click on the Project tab.
- Step 2: Click on the desired Project.
- Step 3: Click on the “...” menu
- Step 4: Click on “Convert to Template”
- Step 5: Click on “Convert”
- Video tutorial: https://vimeo.com/1123469291
Note: The new template will be created with this name. All tasks in this project will be copied to the new template.
How to Apply a Template to a Project?
- Step 1: Click on the Project tab.
- Step 2: Click on the “...” menu next to the desired Project.
- Step 3: Click on “Apply template”
- Step 4: Select the project template from the list.
- Optional: Select the date when you wish for the tasks to start.
- Step 5: Click on “Apply”
- Video tutorial: https://vimeo.com/1123582406
Or
- Step 1: Click on the Project tab.
- Step 2: Click on the desired Project.
- Step 3: Click on the “...” menu
- Step 4: Click on Apply template”
- Step 5: Select the project template from the list.
- Optional: Select the date when you wish for the tasks to start.
- Step 6: Click on “Apply”
- Video tutorial: https://vimeo.com/1123582406
How to Duplicate a Project?
- Step 1: Click on the Project tab.
- Step 2: Click on the “...” menu next to the desired Project.
- Step 3: Click on “Duplicate”
- Step 4: Enter the desired Project Name and Task Start Date.
- Step 5: Click on the "Duplicate"
- Video tutorial: https://vimeo.com/1131696931
How to view all Project Templates?
- Step 1: Click on the Project tab.
- Step 2: Click on “Templates”
- Video tutorial: https://vimeo.com/1135364555
How to Create a New Project Template?
- Step 1: Click on the Project tab.
- Step 2: Click on “Templates”
- Step 3: Click on the “New Template” icon in the upper right corner.
- Step 4: Enter the desired data for the template, like name, default users, tasks, discussion, etc.
- Step 5: Click on “Save Template” in the upper right corner once you are done.
- Video tutorial: https://vimeo.com/1123577109
How to duplicate a Project Template?
- Step 1: Click on the Project tab.
- Step 2: Click on “Templates”
- Step 3: Click on the “...” from the menu.
- Step 4: Click on “Duplicate”
- Step 5: Enter the new template name and click on “Duplicate”
- Video tutorial: https://vimeo.com/1135366085
How to Delete a Project Template?
- Step 1: Click on the Project tab.
- Step 2: Click on “Templates”
- Step 3: Click on the “...” menu.
- Step 4: Click on “Move to Trash” from the menu.
- Step 5: Click on “Move to Trash” to confirm.
- Video tutorial: https://vimeo.com/1123588136
How to Edit a Project Template?
- Step 1: Click on the Project tab.
- Step 2: Click on “Templates”
- Step 3: Click on the desired Project Template you wish to change/edit.
- Step 4: Enter the new desired data for the template, like name, default users, tasks, discussion, and any other changes you wish to make.
- Step 5: Click on “Save Template” in the upper right corner once you are done.
- Video tutorial: https://vimeo.com/1123587094