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Create a project template


1. Go to the project module and click Create new project.

2. Select a project type by clicking on it. To create a project without a type, click Project without type.


3. Fill in the details for the project template, check the box Use as template, and click Save.


Info: Because this is a template, only selected fields are filled in — such as name, type, status, and dates. The project type determines the start page, the sections included in the project, and the layout of the project form. All new projects created from the template will automatically be assigned the status "Not started". The planned start and end dates define the project timeline. When a project is created from the template, the date of creation is automatically inserted as the planned start date, even if the template specifies a different one. The duration set in the template is then used to calculate the planned end date.


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