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.

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-hand 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 Guideline, 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, the “Mandatory project information” window will pop up. You can set up all the mandatory information following this help article. All properties will be required when you create new projects of the same template. You can also set up prefilled form. You can use this information if the project owner leaves the space blank.

The next step will be the “Optional project information” window. This is a standard set of information that comes with every project. There’s the possibility to prefill those fields or leave them empty. You will see there the fields you set not marked as mandatory.

By clicking on the “Create project template” button, you will add the template to the dashboard.

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 spend filling it in 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 with a head start.

You can easily assign a default template. This means every new project will be prefilled in the project creation dialog as you previously set in the default template. In your Project dashboard, click on the three dots on the project card and set the template as default, as shown below.

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.

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

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

Project Templates allow you and your team to kickstart projects 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.