Project templates: Difference between revisions

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Templates let you quickly create projects with predefined parameters: project group, project roles, task templates within the project, etc.  
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.  
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.
Projects are created using this template if no other template is selected. This template can be modified, but it cannot be deleted.
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==Creating project templates==
==Creating project templates==


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 Templates tab in the '''Projects''' section and click the '''New project''' template button:


https://pic.planfix.ru/pf/OD/bSZAzv.png
https://pic.planfix.ru/pf/OD/bSZAzv.png

Revision as of 04:59, 2 October 2019

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:

bSZAzv.png

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