Templates

  • Project Templates Overview

    Available in: Enterprise, Premier, Professional, and TeamsAccount Permissions Needed: Project Creator (or higher) Overview We know that some projec...

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  • Role-Based Planning with Project Templates

    Mavenlink’s role-based planning capabilities allow you to assign roles to resources in your project templates. From here, you can add an unnamed re...

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  • Create a Project From a Template

    Step-by-Step How to Create a Project from an Existing Template On the left-hand nav bar, hover over Templates and select All Templates. In the Act...

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  • Apply a Template to a Project

    With Mavenlink, you can apply a template that contains commonly repeated tasks, assignments, and other information to an existing project. This sav...

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  • Create a Template

    Step-by-Step How to Create a Template On the left-hand nav bar, hover over Templates and click the Add (“   ”) icon. Alternately, you can select T...

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  • Import a Template from CSV

    Overview In Mavenlink, projects and tasks are currently imported using templates. Templates are imported from .csv or .txt files in CSV format. Onc...

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