Project Templates Tutorials

Project Templates provide a set of instructions to follow when you manage a project.

💡These tutorials explain how to create, copy, edit and delete Project Templates, manage project items and predecessors, and add or remove item tags.

How to Create or Edit a Project Template#

1. Navigate to Service Types.
2. Right-click a Service Type and select Edit Project Templates.
3. Click New (button).
4. Click Edit (button) on the top row if it is not blue.
5. Fill in the Status Bar section as follows:
   1. First field = Select a status from the dropdown list:
      • Pending (the default)
      • Active
      • Cancelled
        • Note: Only Active templates can be added to a project.
   2. Second field = Enter a description for the template.
   3. Third field = Select a Service Type from the dropdown list.
      • Note: If you right-clicked a Service Type, it is automatically selected.
   4. Enable Groups = Leave the checkbox checked to use milestones, groups and tasks, or uncheck it to use milestones and tasks only. It can be changed only while the template has no items.
6. Fill in Items (tab) as follows (if it is not open, click Items (tab)):
   1. Click Add Item (button) to add a milestone and fill in the newly created row as follows:
      1. Description = Enter a description for the milestone.
      2. Resource (Default) = Select a resource from the dropdown list of resources (optional).
      3. Predecessor = Select a milestone that must be completed before the current milestone can start. If valid predecessors exist, you can select one from the dropdown list in the Predecessor column.
      4. Days = Enter the number of days the milestone should take.
   2. Right-click the milestone you just added and select Add Sub-Item to add a group (if Enable Groups is unchecked, the sub-item is a task: fill it in as explained in Step 6c).
      1. Description = Enter a description for the group.
      2. Billing = Select a billing option from the dropdown list.
   3. Right-click the group you just added and select Add Sub-Item to add a task.
      1. Description = Enter a description for the task.
      2. Resource (Default) = Select a resource from the dropdown list of resources. A different resource may be selected when the ticket is created.
      3. Hrs = Enter the number of hours the task should take. The hours of the group and milestone are totalled automatically when you save.
   4. Right-click the task you just added and select one of these options:
      • Insert Item Above
      • Insert Item Below
      • Duplicate
   5. Edit the newly added task as explained in Step 6c.
      • Note: Repeat Steps 6d and 6e to add all the tasks.
7. Repeat Step 6 for each milestone of the project. Select the previous milestone as the Predecessor if you want the milestones to be performed one after the other rather than at the same time.
8. Click Status (tab).
   1. Click Add Status (button) to add a status (optional).
   2. Fill in the row that opens below the existing statuses as follows:
      1. Code = Enter a short description for the status.
      2. Description = Enter a longer description or explanation for the status.
      3. Default = Select whether the status is the default for Fix Dates or On Assign Task. Leave the column blank if the status is not a default.
      4. Group = Select one of the fixed Status Groups:
         • Pending
         • Active
         • Complete
         • Cancelled
      5. Colour = Click the colour block to show an arrow, click the arrow and select a colour.
   3. Edit the existing status descriptions and options in the Default column where applicable.
9. Click Save (button) if it is not greyed out (if it is greyed out, the changes are already saved).

How to Copy a Project Template#

1. Edit a Project Template.
2. Click Copy (button).
3. Confirm that you want to copy the template.
4. Click Edit (button) and edit the copied template as explained above.
5. Click Save (button).

How to Edit a Project Template#

1. From a list of Project Templates, double-click the template you want to edit.
2. Click Edit (button) on the top row.
3. Edit the fields as needed on the Items and Status tabs.
   • Note: The usual options are available for the Status tab (e.g. Move Up, Move Down, Delete).
4. Click Save (button) on the top row.

How to Edit Multiple Fields#

1. Edit a Project Template.
2. Click Edit (button) on the top row of buttons.
3. Select the entries you want to edit (use Ctrl + left-click to select more than one).
4. Select one of these options next to Update:
   • Tags:
     1. Select a tag from the adjacent dropdown list.
     2. Click Add (button) to add the tag to the selected entries, or Remove (button) to remove it.
     3. Confirm the action.
   • Resource: Applies to milestones and tasks only.
     1. Select a resource from the adjacent dropdown list.
     2. Click Update (button).
     3. Confirm the update.
   • Days: Applies to milestones only.
     1. Enter the number of days in the adjacent field.
     2. Click Update (button).
     3. Confirm the update.
   • Hrs: Applies to tasks only.
     1. Enter the number of hours in the adjacent field.
     2. Click Update (button).
     3. Confirm the update.

How to Delete a Project Template#

1. Edit a Project Template.
2. Click Delete (button).
3. Confirm the deletion on the popup.

How to Delete Project Items#

1. Edit a Project Template.
2. Click Items (tab).
3. Click the + to expand the tree view.
4. Start at the lowest entry on the branch you want to delete. Right-click the entry and select Delete.
5. Confirm the deletion on the popup.
6. Repeat Steps 4 and 5 while moving up the tree view (from the bottom up) until all the entries you wanted to delete are deleted.

How to Add Predecessors#

1. Edit a Project Template.
2. Click Items (tab).
3. Click the + to expand the tree view.
4. Select the milestones you want to amend (use Ctrl + left-click to select more than one).
5. Click Actions (button) > Add Predecessors.
6. Confirm that you want to update the items.
   • Note: Predecessors are added to the selected milestones as follows:
     • Each milestone receives the milestone above it as a predecessor.
     • The first milestone does not receive a predecessor.
     • Selected groups and tasks are skipped.

How to Remove Predecessors#

1. Edit a Project Template.
2. Click Items (tab).
3. Click the + to expand the tree view.
4. Select the entries you want to amend (use Ctrl + left-click to select more than one).
5. Click Actions (button) > Remove Predecessors.
6. Confirm that you want to update the items.

How to Add or Remove Tags to Individual Items#

1. Edit a Project Template.
2. Click Items (tab).
3. Click the + to expand the tree view.
4. Click Edit (button) on the top row.
5. Right-click the applicable entry and select Add/Remove Tags.
6. Move the tags from the Available to the Selected section to add them.
7. Move the tags from the Selected to the Available section to remove them.
8. Click Save (button).
   • Note: To add or remove tags on several entries at once, see How to Edit Multiple Fields.