Opening a project from a template
Ready-made templates open the project with its tasks, dates, dependencies, milestones, and labels. Dates start from the day you open the project; afterwards, you can change everything to suit your work.
- Company Administrator
- Users in the organisation (excluding those with the Customer role)
How to open a project from a template?
Ready-made templates open the project with its tasks, dates, dependencies, milestones, and labels. Who can do this: Company administrator; Users in the organization (excluding those with only the customer role). Dates start from the day you open the project; afterwards, you can change everything to suit your work. No one is assigned to the tasks in the template; add your team and distribute the tasks.
Steps
Click New project in the left menu and enter the project name.
Select the template from the list below the name field.
Click Create. The project opens with tasks; the Gantt tab has tasks, dependencies, and the critical path ready 1.
- 1Tasks and links in the template
Ready-made templates
Website project (8 tasks): discovery, sitemap, design, design approval, content, development, testing and launch.
Event organisation (8 tasks): objectives and budget, venue, invitees, suppliers, promotion, final check, event day and evaluation.
Product launch (7 tasks): target audience, message, visuals, press release, sales training, launch day and results measurement.