Project Templates

Table of Contents

• Create a template
• Edit template
• Delete template
• Choose a template

In My Home Tab, Click Project Templates link and this opens the Project Templates view.

Create a template

Click New Project Template option from the right menu panel. This opens a Add project template form.

1. Type your project name and overview
2. Click Add Project Template button

This creates a sample project with Dashboard, Tasks, Documents, Forums and Users tab.

Edit template

Mouseover a project template to find an action menu with Edit and Delete project options.

1. Click Edit Project link
2. This opens edit template form
3. Make changes to project name and overview
4. Click Update button

This updates your project name, overview in the template

To delete a project :

1. Click Delete Project from the action menu
2. This displays the following alert message
3. Do you wish to delete this project template along withn the related data?
4. Click OK button

This permanently deletes the project template from your portal.

Delete template

Choose a project template

You can choose and import your saved project template.

1. Click New Project link
2. Type your project name
3. Choose a saved template from the list
4. Make use of Shift Date option and provide the number of days for the tasks, forums and comments to get shifted
5. This automatically loads the project template along with its tasks, documents, milestones