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Project Templates

Concepts & Definitions

A project template defines a standard structure for a recurring type of project — including a preset name pattern, assigned project type, output types, and default status. Templates remove the need to re-enter common settings each time a project of the same kind is created, reducing setup time and ensuring consistency across similar projects.

TermDefinition
Template NameA descriptive label identifying what kind of project the template produces
Project TypeThe category the generated project will belong to (must exist in Project Types)
Output TypesThe default deliverable types attached to projects created from this template
Default StatusThe initial status assigned when a project is created from the template

How To

Create a Project Template

Navigate to Admin → Project Management → Project Templates.

Screenshot: Project Templates list view
  1. Click New to open the template form.
  2. Enter a Template Name that clearly describes the project type it produces (e.g. “Client Onboarding”, “Annual Audit”).
  3. Select a Project Type from the dropdown.
  4. Add any default Output Types that projects created from this template should include.
  5. Set the Default Status for new projects.
  6. Click Save.
Screenshot: Project Template creation form

Edit a Project Template

  1. From the list view, select the template using the radio button.
  2. Click Edit.
  3. Update the required fields and click Save.

Delete a Project Template

  1. From the list view, select the template using the radio button.
  2. Click Delete and confirm.

Deleting a template does not affect projects already created from it.

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