Create a project template

  • Updated

Administrators can create project templates, which they can use when creating new projects.

A project template contains predefined tasks for the sections CREATE, REVIEW and SHARE.

  1. At the top of the homepage, click Projects.
  2. On the top right, click MANAGE TEMPLATES.
  3. Click NEW TEMPLATE.
  4. In Template name, enter the name for the template.
  5. Below Creation Tasks, click New task to add a task that will be added in the section CREATE of the project.
  6. Enter the name of the task, and click outside the field or hit the Enter ↵ key.
  7. Do the same for Review Tasks and Share Tasks, that will be added in the sections REVIEW and SHARE of the project.
  8. On the bottom right, click SAVE.
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