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Templates

Updated September 8th, 2021

As part of Release 20, a new feature is available.

Templates are managed in the new Templates Collection. To start planning with Templates, navigate to the Projects tab and click All at the upper-left corner in the breadcrumb trail. 

  • Build a new template by adding a project folder to one of the sample packages & add or import tasks to the project. 
  • Configure the project template’s dashboard to save even more time down the road – all projects created from the template will have the same customized dashboard configuration as the project template. 

NEW: Build a project template by importing tasks using the task import spreadsheet. In a project template, click into the Add Task field and select Import Tasks to download & import. Templates are unscheduled; the following fields aren’t imported – 

  • Done Date
  • Target Start
  • Target Finish
  • ASAP Priority Override
  • Assignment Scheduling

NEW: Default project templates are available in all new and existing workspaces. There are 2 packages with 9 project templates that are ready-to-use. The project templates are set with the following attributes: 

  • Project Name
  • Project Description
  • Project Dashboard
  • Sub-folder and Task Structure
  • Sub-folder and Task Names
  • Task Status (based on the workspace’s default task status)
  • Assignment Names & Estimates

NEW: Create a new project from a template in Portfolio or Package view by clicking into the Add field and selecting Add Template. Templates can also be added using the right-click / 3-dot menu. 

NEW: Customers on PROFESSIONAL and ULTIMATE Plans can control who can view & manage templates in a workspace. Navigate to Workspace and select Access, then choose a workspace member or group and manage access in the Templates subview.

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