Project templates are used to make it easier to create projects and do it correctly, as templates usually are created from the backend by teamleaders or administrators that can then standardize what information projects, should contain.
Using templates
Using a template can be done wherever it's possible to create a project. Both from the web system and the app. The most typical use is when creating a project.
This section will focus on creating and managing templates.
Search templates
Project templates are accessed through TEMPLATES/SEARCH.
From this menu it's possible to:
- Search templates: Search for existing templates
- The list of templates: A list of the existing templates
By pressing the pencil menu next to an existing template, it possible to:
- Edit: Edit the template
- Rename: Rename the template
- Delete: Delete a template
Create a project template
Creating a template is done by accessing the menu TEAMPLATES/CREATE.
The fields that can be used are the ones used when creating a project, and can be read here.