How do I create a new project template?

November 26, 2013 05:16am by Apptivo FAQ

Answered on September 13, 2016 05:01am by Kanimozhi Lakshmanan

The project templates are the pre formatted projects that can be used to quickly create a project. In the Project template, everything such as sub projects, milestones, tasks, teams can also be recycled. You can load your data into the project template at the time of creation.

Steps to Create a New Template

  1. Log in and access Projects app from your universal navigation menu bar.
    Projects
  2. Click on "More"icon and select “Settingslocated at the app header bar.

    Settings
  3. Select "Templates" from "Project" drop down located at the left navigation panel.
  4. Click on "Create" button found on the project template dashboard.
    Templates
  5. You can view create new template pop-up, provide template name, description,customer name, duration and click "Create" to get done.
    create a template
  6. For creating a project from templates follow the below instructions:
    1. Click "Create a Project" (Top of the left corner) and select "Create New Project".
    2. You can view the "Templates" field in project creation page as shown in the image below:
      Template

Create a project from project template

Creating project from a project template helps to use the attribute values which are involved project template; you can use the same values or can update them.

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