Tips & tricks

How do I create and edit project templates?

Project templates are created from an existing project

After entering the project you want to use as a template, you click the lightning to the right. Here you choose Save as project template… and enter Name and Description.

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Once a template is created, you cannot edit it. Only the name and description can be editing in the System administration under Projects -> Project templates, where you also have the opportunity to delete the templates you no longer use.

If you want to change the template, you create a new project based on the template you want to change. Hereafter, you make the changes and save the template with a new name, and delete the old one in the system administration.

It is also possible to insert tasks from a different project template by clicking the lightning to the right and Add project template to existing project....

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Here you choose the template you want to copy from, and then the information you need. Only the tasks are inserted after the start date in relation to the other tasks on the project, and the Settings tab on the project is not changed.

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When you have project templates with your most commonly used tasks, you may save valuable minutes on setup of your projects and easily get started tracking time.

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Maiken Blok

Maiken Blok
Maiken Blok
Customer support and Language localisation

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