Working with templates

Templates are blueprints for your projects. They allow you to create a workflow that will be executed in each individual project. The template consists of:

• A workflow, in the form of a gantt chart

• A Folder structure in the Asset module

• A set of project notifications

You can create a template from Project dashboard’s Template section. From that same view, you can also manage the templates via the quick action menu.

The following actions are possible:

• Folder structure: allows you to modify the default folder structure. See bellow for more information

• Rename template: Allows you to rename the template

• Duplicate template: Allows you to make a copy of the template

• Edit project notifications: Allows you to edit the project notifications. The default notifications from the administration are entered here. See Projects | Default-project-notifications

• Delete template: deletes the template

Folder structure

For each project a folder is created in the Assets module. That project folder contains a folder structure that can be used to organize the assets that are used in the project. When you open the folder structure modal you can modify, add or delete the folders.

Take note that this folder structure will only be applied for projects created with this specific template.

Edit project notifications

Project notifications can be set per template. They are configured in the same way as a task notification. See Task | Notifications. These notifications will become active for every project created based on this template.

The available triggers are:

• When a deadline overrun is forecasted

• When a deadline overrun is forecasted (x) days ago

• When a deadline overrun is forecasted in (x) days

• When a project custom status changed

• When a project is cancelled

• When actor assignment fails, for each task that fails

• When project finishes

• When project starts