A Project Template is a predefined sequence of tasks arranged in stipulated schedule.

These templates can be pulled for similar kind of Projects and the tasks therein get auto-populated at the time of creation of each new project.

To access Project Template, go to:

> Home > Projects > Projects > Project Template

Project Template

1. How to Create A New Project Template:

  1. Go to the Project Template List and click on New.
  2. Add the following details:
    • Project Template Name: Title of the Project Template
    • Project Type: Project Templates, just like projects can be classified into different project types, e.g., Internal or External.
    • Tasks: Each Project Template will have a set of a predefined sequence of tasks. In this table, you can select the tasks you want for this template.
  1. Project
  2. Task
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