Create, use, and manage project templates

A project allows you to create, organize, and collaborate on related tasks. For example, if you wanted to organize liaison outreach with each academic department, you could create a project with a series of tasks assigned to different librarians. Each task could be associated with the respective faculty member's profile, allowing each librarian to easily log related interactions and notes along the way. As each librarian finishes their outreach with a particular department, they could mark the task as complete.

Within a project, you can also upload notes and attachments, allowing you to easily share important documents, meeting minutes, etc., with your team.

Project templates allow you to quickly create new projects using preset settings. This is great if you frequently create the same types of projects over and over: instead of having to re-enter the same owner, details, associated records, etc. for each one, you can simply load the template when creating your project. Then, all you need to do is fine tune your new project's settings and you're on your way.

To create and manage your templates, click on Projects in the navigation bar.

The Projects tab in the navigation bar


Creating project templates

  1. On the Projects page, click on the New Project button.

The New Project button

  1. In the New Project window, give your project a name in the Project Title field.
  2. Enable the Is this a Template? checkbox.
    • Note: this will hide the start date and end date fields. These can only be set when creating a new project, whether it's from scratch or from a template.
  3. In the Brief Description field, you can add an optional overview or mission for the project.
  4. From the Status dropdown, select a default status (Active, Inactive, or Completed) for projects created from this template.
  5. Use the Project Members field to select the default collaborators for projects created from this template.
  6. Use the Associated Records field to select any person or organization profiles associated with projects created from this template.
  7. Optionally, you can use the Details field to add a more detailed overview of these projects, or other important info.
  8. By default, you will be listed as the project's owner when you create a template. However, you can change this role to another user via the Owner field.
  9. If projects made from this template are part of a larger project, you can actually designate its default parent project. This can help you keep your related projects more organized.
  10. Click the Save button.

Options in the New Project modal when creating a template


Using a template to create a new project

To create a project from one of your templates:

  1. On the Projects page, click on the New Project button.

The New Project button

  1. In the New Project window, use the From Template Project dropdown to select the template you want to use.
  2. Make any needed customizations to your new project's settings, then click the Save button.

Selecting a template in the New Project window


Managing project templates

  1. To manage your templates, click on the Template Projects tab on the Projects page.
    1. To view or edit a template's settings, click on its edit icon in the Action column.
    2. To delete a template, click on its delete_forever icon in the Action column.

Options under the Template Projects tab

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