Project Templates

Overview

Network administrators can create project templates that all network users can use to quickly create projects within the domain.

These templates allow admins to predefine tags, categories, and modules for projects, ensuring consistency and efficiency across the network. Network users can modify these predefined elements when creating a project in the User Portal.

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Creating a New Project Template

Access the Template Creation Page

Click the dropdown arrow on the Create Project button.

Select the Create Project Template option to open the Create Template editor.

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Enter Project Details

In the Name text box, enter a name for the project template.

In the Short Description text box, provide a brief description of the project.

Optionally, upload an image to represent the project.

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Assign a Category/Department

Select from an existing category/department.

OR click the + New Category button to create a new category, mark it, and click Done.

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Set Privacy Permissions

Choose the preferred privacy setting for the project.

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Specify Project Dates (Optional)

Add a Start Date and Completion Date if needed.

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Add Hashtags (Optional)

Enter relevant hashtags in the Hashtags text box to help categorize the project.

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Save the Initial Template

Click the Save & Continue button to proceed to module configuration.

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Configure Modules

Enable or disable the required modules for the project.

Edit module settings as needed to customize the project’s functionality.

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Finalize and Save

Click the Save & Exit button to create the new project template with the selected details on your domain.

By default, the creator of the project template is listed as the project's admin.