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| | Templates let you quickly create projects with predefined parameters: project group, project roles, task templates within the project, etc. Project templates also let you create a structure for the types of tasks that are typically in this kind of project. By default, there is one template in each account called the Standard template. Projects are created using this template if no other template is selected. |
| The translation of this page is done using machine translation technology.
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| We apologize for any inaccuracies and errors.
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| The template allows you to quickly create projects with predefined parameters: belonging to the project group, roles in the project, task templates within the project, and so on. The project template also makes it possible to create a structure of standard tasks, from which a project of this type usually consists.
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| By default, each account has one template called '''Standard template'''. For this template, projects are created if no other template is selected. This template can be edited, but can not be deleted.
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| | This template can be modified, but it cannot be deleted. |
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| == Creating a Project Template ==
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| | Creating project templates |
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| | To create a new template, go to the Templates tab in the Projects section and click the New project template button: |
| To create a new template, go to the '''Projects''' tab and click the '''New Project Template''' button: | |
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| Clicking opens a form for creating a new project template, in which you can specify:
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| # '''The set of project details''' - i.e. what fields will be present in the created project.
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| # '''Data pre-written in the project fields''' (for example, project group, over project, role in the project, etc. data, to save time to fill them in the project creation process).
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| https://pic.planfix.ru/pf/Yo/S9nym1.jpg
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| All templates are in the '''Projects''' section, in a separate tab '''Templates'''. You can edit the saved template, add or remove additional parameters.
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| After clicking '''Save and go''', the list goes to [[Default task templates in project | tasks of this project template]]. This list does not display the tasks themselves, but [[task templates | templates]], by which they will be created.
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| By default, the list is empty.
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| == Using the Project Template ==
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| When creating a project, select the required template from the list:
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| https://pic.planfix.ru/pf/DO/VnpJQa.jpg
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| In the form of creating a project, all pre-installed parameters in the template will be loaded.
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| == Linking the project and template ==
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| A project created from a template will be associated with it in everything that concerns the form, but not the content of the template. I.e:
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| * If changes are made to the template in the form (for example, a new field is added), then these changes will be automatically displayed in all the projects created for this template;
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| * If changes to the content are made in the template (for example, the artist is added), this will not affect the projects created for this template in any way. For example, if you apply a project template to an existing project, task templates saved within the project template will not be created.
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| == Access to the project template ==
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| By default, all employees have access to the created project template. If necessary, you can change access to the template after its creation on the corresponding panel:
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| https://pic.planfix.ru/pf/17/MlIN5n.jpg
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| Permissions can be changed by the author of the template, as well as by his managers and administrator of the account.
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| == More information ==
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| * In free accounts there is a restriction on 2 project templates ("standard + one more").
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| * During the trial period there are no restrictions on the creation of project templates.
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Templates let you quickly create projects with predefined parameters: project group, project roles, task templates within the project, etc. Project templates also let you create a structure for the types of tasks that are typically in this kind of project. By default, there is one template in each account called the Standard template. Projects are created using this template if no other template is selected.
This template can be modified, but it cannot be deleted.
Creating project templates
To create a new template, go to the Templates tab in the Projects section and click the New project template button:
Go to
