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How to use project templates

This how-to guide provides step-by-step instructions for efficiently using project templates, enabling you to create and manage new tasks and projects seamlessly.

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·5 steps·43 views·Published

This how-to guide provides step-by-step instructions for efficiently using project templates, enabling you to create and manage new tasks and projects seamlessly. Learn how to navigate to the necessary links, fill in project details, and apply templates that streamline your workflow, ensuring organization and clarity in your project management.

Step-by-step Guide5 steps

  1. Click here to add a new task

    This will open a prompt allowing you to enter details for a new task in your project. Fill in the necessary information such as task name, assignee, and due date.

    Click here to add a new task
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  2. Click the New project option

    This action will initiate the creation of a new project, allowing you to enter details and define parameters specific to your new task.

    Click the New project option
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  3. Click the Project template list view

    Access the list of available project templates to start new projects or manage existing ones. This view allows you to organize and select templates tailored to your organization's needs.

    Click the Project template list view
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  4. Click the Use template button

    This action allows you to apply a predefined template to your current project, streamlining your workflow with set guidelines.

    Click the Use template button
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  5. Click the Create project button

    Clicking this button will finalize the project setup and redirect you to the project's overview page, where you can manage tasks and timelines.

    Click the Create project button
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