Using templates for similar projects

Quick Start

Follow the steps below to create a project template:

1. Sign in to your portal.
2. Click the Projects link on the start page.
3. In the Projects module that opens, click the Create button and select the Project Template option.
4. Enter a title for your project template into the corresponding field.
5. Click the Add Milestone link to create the first milestone. Enter its title, set its duration period, and press the Enter key. The milestone will be added. You can create as many milestones as you need by completing the form. To edit or delete a milestone created by mistake, click the icon next to it and select the option you need.
6. To create the first task that will belong to one of the created milestones, click the icon next to the milestone you need and select the Add Task option. Enter the title of a new task and press the Enter key. You can create as many tasks as you need that will belong to the current or another milestone. To create a task that will not belong to any milestone, click the Add Task link within the Tasks without milestone section. To edit or delete a task created by mistake, click the icon next to it and select the option you need.
7. As soon as your project template is ready, click Save to save the created project template or Save & Create project from template to save the template and create a project based on it. If you click Cancel, no template will be created.

The created project template will be added to the templates list within the Project Templates section in the left-side panel.

Additional Information

Editing an existing project template

To edit a project template, proceed through the following steps:

1. Open the Projects module.
2. Click the Project Templates option in the left-side panel.
3. Click the icon next to the template you want to edit and select the option you need from the list.