How do I create a Project Template so that I do have to re-create all the tasks each time I create a Project.
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Hai chris,
Create a project with tasks and stages.Eample : Create "Project template",Stages : "Stage 1" Task : task 1 ,task 2 ....
Go Project Dashboard ,select Project templates -> click 3 dots on the right corner ,you will able to see Edit .
Click Edit ,u will be navigate to the "Project template " screen ,click "Save" .
Now "Action" Button will be visible ,there u can a "duplicate" option .
Use the Duplicate option whenever u want , change the name and reuse project.
Hope above method helps.
Hi, is there a way to include the number of days per task on a project template, and given this once I start a new project with this project template and select the start date of the project, for the system to automatically calculate the actual dates start and end dates for all the sub sequent activities?
I want to be able to see in the schedule view all start and end dates of the different projects and their activities.
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Hi thanks for the reply and instruction. I got there in the end.
I do not ever see the three dots menu you speak of, nor anything that says Project templates. I have the online version, newest revision.
By Project Dashboard I am assuming you mean the page that opens when I pick the Project App. Where is this Project Template menu item?
Thanks for any help you can give. I have watched three YouTube videos, and none of them have menus that look like mine.