Templates

    • ★ Project Templates Overview

       Account Permissions Needed: Project Creator (or higher)   Overview We know that some projects can be complex—with multiple tasks, deliverab...

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    • Create a Template from a Project

       Account Permissions Needed: Project Creator (or higher) Overview You can create templates from any of your projects. Doing so facilitates more ac...

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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

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

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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

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

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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. To ...

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