Project Templates is currently an Enterprise feature.

What Is a Project Template?

Project Templates is a way of facilitating the creation of new projects, saving you and your team time, as it eliminates the need to create several new projects with similar objectives many times over – instead, you’d use a template to set it up. It allows for projects (and the people in them) to stick to consistent parameters that can be set up once and used throughout.

Use Cases

In many cases, your team might face a situation where they are constantly creating campaigns such as weekly social media posts, monthly newsletters, or even bigger projects that also require consistent processes every time. In all of these cases, a template can be set up, allowing your team to save the time to create the whole project again – every time – while bringing the right team members to each project.

When creating a project template, depending on the topic, you can set up the workflows with team members involved, folders, metadata, descriptions, team members checking consistency, and other parameters, so that your team doesn’t have to start from scratch for every project.

Who Can Create Project Templates?

Currently, only Admins are allowed to create project templates.

Start Creating Templates

To create a Project Template, start by thinking of the different projects that can benefit from having a template. You can create as many templates as you would like your team to have.

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

You’ll be redirected to the Templates space, where you can start creating your first templates.

To create a new template, click on the New button on the top right-hand corner of the screen. And then select Project Template.

The next step is to set up the basic information that will be necessary for all the projects that will be using this template. Here, you can define the name of the template, select the Guideline on which it will be based, and the default Workflow you would like to create it under. We recommend creating custom workflows, as it personalizes the process you will go through every time.

Once you have this information filled in – with the desired Style Guide and Workflow – click on Create Project Template, and it will redirect you to your new Project Template space that is now ready to be populated.

Prepare and Populate Your Template

We now have to establish what the template will contain. You can move on to adding files or folders, for example, structural pieces that you’d like to have in it. The more pre-created information within the template, the less time you and your team will spend filling it all in every time, creating less repeated work.

Feel free to add files and folders that will support the topic and act as the initial content skeleton for every time someone uses the template, so it provides the team with a head start.

Invite Users

  • 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 make modifications to it.

  • The way you set up the team roles in the project template is how they’re ultimately reflected in the final project.

How to Access & Use a Project Template When Starting a New Project

If anyone in the team wants to start a new project, they can select one of the pre-created templates that have been created. The template can be chosen at the moment of the project creation, after clicking on New in the Projects tab.

When clicking ‘Create Project’, users will be redirected to the complete project created through the templates, along with every piece of information that was added when designing the template.

As simple as these few steps are, you and your team can benefit from pre-existing Project Templates, allowing you to automate the process of creating projects and avoid manual configuration.

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