Project Templates
A Template consists of a
pre-defined set of tasks, milestones and planned time slots.
Templates are useful to automate the creation and configuration of projects, when you need to create many projects with the same characteristics.
To create a new Template:
- Goto the web Options menu / Templates tab.
- Click + and enter a template Name.
- Assign Tasks automatically in sequence: check this option to set the due dates of each task only when the previous task in the order of ranking is completed.
If the option is not checked, task due dates will be fixed based on the start date of the Project.
- Click Save. This will take you to the Template View screen.
- Click + in the Template view to add one or more pre-defined Tasks or Milestones or Planned Time.
To create a Project from a Template:
- On your mobile, tap + from the Home screen. A popup will display with the option to create an 'Empty Project' or a project from a Template.
- On the web, tap + from the Projects menu. Click on the Template field and select the template you wish to use to create the Project.
