If your team/company works on projects with similar tasks, arranged in a similar sequence, you can use project templates to save time. For example: Project Z, which has 23 set tasks, may be repeated for each new client.
To creat a project using the templates follow this steps: Company > Projects > New Project > NEW PROJECT FROM A TEMPLATE.
Add the “mother tasks” to the new template and then, just create a project from that template.You can also go to Admin > Project template > NEW PROJECT TEMPLATE as shown below:
Once the template has been created, when you use it, you can change its title, description and Assignees.
Managing a project template
The following table lists what is and what is not possible to do in a Project Template:
Note: this feature is only available to Corporate plan clients. If you are not a Corporate client yet, upgrading your plan using this link.
Have any doubts? Send us an e-mail on firstname.lastname@example.org or a mensage on our chat.