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How to Create a Template

From the left-hand navigation, hover on Templates and click on the plus icon. This will take you to the template creations page where you can enter in all the project details for your template, as well as create your template’s tasks.

Before you can save your template, you must give it a name. In the project details section of your template, you can choose to enter in a template description, project duration, project budget, and currency. By default your project will be shared and budgeted. If you’d like to make your template only accessible by you or are creating a template for a non-financial project, you can turn off these defaults by unchecking the appropriate checkbox.

A key feature of Templates is the Resource section where you can create resource placeholders for your task assignments. This feature allows you to designate who will perform the work so that you easily map these placeholder assignments to people once you’ve applied the template to a project. Get started by adding some placeholder resources to the Resources box at the top right of this page. For example, if you know you will need a Designer and an Account Executive on this project, enter in those positions under Resources. You can then select these placeholders when you’re assigning tasks below. Once you’ve applied this template to a project, you can simply map an account member to your placeholder resources and they will be effortlessly invited to your project and assigned to the appropriate tasks.

You can add tasks by clicking the green Add Task button. To quickly add tasks you can use the enter button on your keyboard. To make sub tasks, just click and hold on the left side of the task and move your task to the right. On a task you can enter in details like the task’s name, description, tags, assign resource placeholders, enter in a budget, time, checklist items and the task’s start date and duration.

Note: If a task has a sub task, you may only set a duration on the sub task because your dates roll-up to the parent task.

The start date is the number of days into a project that the task should start. You can set what date your tasks’ start, dates are relative to when you apply your template. The duration represents the number of work days that the task will take. For a visual representation of your tasks’ durations, click on the Gantt tab.

From the Gantt Chart, you can set dependencies for your tasks. To create a dependency, click and hold on the circle that appears on the task bar and drag to the task you’d like to make the dependent relationship with. You can then click on the arrow on the top left to get back to the main view of your template.

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