Do you have a process you use again and again? Or do you find yourself consistently duplicating the same project? Maybe many of your projects have similar key elements but just need minor changes.
How to save a project as a template
Creating a project you use as a template can save you a lot of time! A template can be used multiple times so you do not have to start from scratch when designing a new project. It's also a great way to duplicate a project.
Here is how you can save a project as a template:
1) Open the project
2) Go to: Menu > Save as Template
How to create a new project from a template
Next time you create a project you will be able to use this template. Here's how:
- Go to My Projects
- Select New Project
- Select Create a New Project
- Give your new project a name
- Select your templated project from the Template drop-down
Next, choose the areas of your template that you'd like to customize or carry over from the original. These include:
- The new Start Date for your project
- The days of the week
- Existing Notes, Comments, and Checklists
- Existing Users
Can you edit or delete a template?
A template is connected to the project it is saved from. To edit or delete a template, you simply need to edit or delete the project that it was created from. To delete a project, you must have Admin permission in the project.
Tip: Creating a template creates a project within the account. Templates in “active" or "on hold" status will count toward your allowed plan totals. By changing the status of your template to “completed", the template will not count toward your total active projects and can still be used for new projects.
Tip: Creating a new project from a template is currently the only way to duplicate Checklists.
Tip: To create a new project from a template, you must have Account Holder or Advanced User permission on the account and must be invited to the original project.
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