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Documentation Index

Fetch the complete documentation index at: https://help.statisfy.com/llms.txt

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Video Tutorial

In this article, you’ll learn how to create a project template that can be reused for multiple projects. Step 1: Start by clicking on the Create Template button. Step 2: Enter a suitable title for your template. Step 3: Add a description to your template. Step 4: Set the template’s overall Duration (days) — this defines how many days the template spans in total. Step 5: Assign a role who’ll manage this template. Step 6: Specify if this template will be account specific. Step 7: After filling in all the necessary information, click on Create Template. Step 8: You’re now ready to add tasks to your template. Start by adding a title for your task. Step 9: Set the Start From and Duration for your task. Template tasks use day offsets instead of fixed dates:
  • Start From (days) — how many days after the project start date this task begins (e.g., 0 = project start, 4 = four days later)
  • Duration (days) — how many days the task lasts from its start date
When a project is created from this template, these offsets are converted to real dates based on the project’s start date. You can also add dependencies between template tasks — they follow the same rules as project dependencies. See Task Dependencies & Auto-Cascade Dates for details. Template task edit dialog showing Start From and Duration day offset fields Step 10: Assign a priority level to your task. Step 11: Choose an assignee for your task. If you don’t want to assign anyone, simply click on the hyphen. Step 12: Add any necessary tags to your task. Step 13: Click on Add Task to finalize your task creation. And that’s it! You’ve successfully created a project template that can be used to create multiple projects.