A Project Template consists of a predefined series of tasks organized in a set schedule.

These templates can be utilized for similar types of Projects, automatically populating the tasks within them when creating each new project.

To access Project Template, go to:

> Home > Projects > Projects > Project Template

1. How to Create a New Project Template:

1. Go to the Project Template List and click on New.
2. Add the following details:
   • Project Template Name: Title of the Project Template
   • Project Type: Project Templates, just like projects can be classified into different project types, e.g., Internal or External.
   • Tasks: Each Project Template will have a set of a predefined sequence of tasks. In this table, you can select the tasks you want for this template.

2. Related Topics

1. Project
2. Task