Video Tutorial
In this article, you’ll learn how to create a new project using an existing template. Step 1: Refer to the test template created in the previous tutorial.
Step 2:
Initiate the creation of a new project using this template.
Step 3:
Click on the Create Project button.
Step 4:
Select the test template you’ve previously created.
Step 5:
Observe the tasks associated with this template displayed on the screen.
Step 6:
Proceed to make changes to the project, starting with the project name. For instance, name it “Test Template”.
Step 7:
Ensure you have an account selected.
Step 8:
If the template isn’t account-specific, manually select an account.
Step 9:
If the template is account-specific, the account will automatically be displayed or selected.
Step 10:
Choose a start date for your project.
Step 11:
The due date will be automatically updated based on the predefined template, but it’s editable if needed.
Step 12:
Select the priority level for your project.
Step 13:
Choose an assignee for the project.
Step 14:
After completing these steps, all tasks associated with the template will be included in your project.
Step 15:
Finally, create the project.
