Create/Edit Projects Much Quicker with Project Templates

Create/Edit Projects Much Quicker with Project Templates

Creating new projects and editing existing projects is now much faster. Once you have created a project with your desired workflow state names and visibility, next time you create a new project you can now select that existing project to use as a template. This will copy all the settings from the existing project to this new project, eliminating the need to redo all those settings for each new project.

Likewise, you can also edit an existing project and update its settings to match another existing project with a single click. Other project settings like Shared With and Linked Project will also be copied over from the template project.

Additionally, there is a Default Template option that will reset all settings back to the OneIPM defaults.

In a future release we will be enabling the creation and managing templates.


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