Project templates are here at last

Jeff Denton

Apr 17, 2011 by Jeff

Features, Help, Projects

Perhaps the most requested feature over the years for CPO has been project templates.  Well now you have the ability to copy milestones, tasks, notes, files, team members, and contacts from one project to another by creating a template from a project. 

Project templates are useful for quickly setting up projects that have similar assets and requirements. For example, if you build a lot of Wordpress websites, you will likely have very similar milestones and tasks from one project to the next. You might want to assign the same team members to the project and its tasks. Also, you might have the same contract documents or image asset files that are attached to each of these projects. 

Creating a template from one project and then using it to quickly copy assets to each of your new projects will save a lot of time. Here's how it all works.

First select a project that will serve as the template for future projects.  Go into the project detail view as shown below. Click the down arrow to the left of the project title and click the Create Template link.

A dialog window will show up that allows you to enter a Template name and Description and select which project items will be copied to a future project using this template. Click the Save button to save the template.

Now, when you create a new project you can select one of your templates and all of your project assets will be copied to the new project.

To manage your templates after they have been created, click on the Project templates tab. From there you can edit and delete any templates that you have created.

That's it! We hope this new feature will save you a lot of time setting up your projects from here on out.  Thanks for reading.


Free 30 days trial. Sign up now!Pricing & Signup