Project templates
A smart way to kickstart every new Project
Lorenzo Orazi avatar
Written by Lorenzo Orazi
Updated over a week ago

Only account admins can create project templates.

Project Templates

Project Templates allow users to save time and effort when creating new projects. It eliminates the hassle of designing comparable workflows with similar stakeholders and objectives. Thanks to templates, the team will always be aligned and stick to consistent parameters and best practices.

Creating campaigns, such as weekly social media posts and monthly newsletters, has never been easier. Just set up a consistent template and avoid your team recreating the project again from scratch. To kickstart your new project, you can set up the workflows and the stakeholders involved, folders, metadata, descriptions, and other parameters.

Creating Templates

To create a Project Template, start by thinking of the different projects that have predeterminate steps and can benefit from templates, then set them up.

In your Projects Tab, on the backend of your environment, you find the Project Template icon in the Power Bar.

There, you can start creating your first templates with the top right-end corner New button.

The next step is to set up the essential information for all the projects using this template. Here, you can define the template's name, select the Style Guide, and the default Workflow. We recommend creating custom workflows, as it personalizes the process you will go through every time.

Once you have this information filled in, your template is now ready to be populated.

Populate Your Template

We now have to establish what the template will contain. You can add files, folders, or structural pieces that you’d like. The more pre-created information within the template, the less time you and your team will fill it every time, creating less repeated work, more clarity, and standardized processes.

Feel free to add content that supports the topic and acts as the initial backbone for the template, providing the team a head start.

Invite Team Members

Whoever gets invited to the template will be available in the project every time someone uses the template. They’ll also get access to the project template (if they are Editors) and are therefore able to modify it.

The way you set up the team roles in the project template is ultimately reflected in the final project.

Access & Use a Project Template When Starting a New Project

You can pick one of the pre-created templates on New, top-right in the Projects tab, and then select it on the Workflow Template drill-down menu.

Users will be redirected to the predefined template structure you prepared with every piece of information in it.

Project Templates allows you and your team to kickstart project more efficiently, saving time and streamlining workflows.

In case you have any further questions, please don’t hesitate to contact our support team.

We hope you have found this article helpful.

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