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How to save a project as a template

Learn how to save a project as a template with this step-by-step guide, which covers restricting access, creating a reusable template from your current project setup, and…

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·7 steps·44 views·Published

Learn how to save a project as a template with this step-by-step guide, which covers restricting access, creating a reusable template from your current project setup, and adjusting team collaboration settings. Follow these instructions to streamline future project setups and enhance team efficiency.

Step-by-step Guide7 steps

  1. Click the Private option

    Selecting the 'Private' option will restrict access to this task, ensuring that only designated team members can view or edit the details.

    Click the Private option
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  2. Click the 'Click here' link

    This action will direct you to the designated section or feature within the UI, allowing you to access additional options or information.

    Click the 'Click here' link
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  3. Click the Save as template option

    This action allows you to create a template from the current project setup, enabling reuse for future projects. Once saved, the template can be accessed for quickly setting up similar projects.

    Click the Save as template option
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  4. Click the Template Access dropdown

    Select the 'Anyone in team can edit' option to allow team members to modify the template. This setting helps facilitate collaboration by granting editing permissions to all team members.

    Click the Template Access dropdown
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  5. Click the Private section label

    This action sets the template access to private, restricting visibility and editing to only the assigned team members. Ensure only selected users can view or edit the corresponding project template.

    Click the Private section label
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  6. Click the Create template button

    This action will finalize your input and generate a new template based on the current settings. Make sure to review all details before proceeding to ensure the template meets your project requirements.

    Click the Create template button
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  7. Click the Done button

    This action will save all your changes and exit the current project template setup. Ensure you have completed your edits before clicking to confirm your progress.

    Click the Done button
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