Templates let you save a project’s structure, activities, and settings to easily create new projects with the same parameters.
How to save a template
Create a project in the Projects tab.
Add one or more activities.
Select Save project as template.
Options when saving
The save template form includes the following options:
Include standby tasks in the template
→ If checked, all base and standby tasks will be included when saving.Include project details
→ Disabled by default. If enabled, all project details will be saved.Include attached files
→ Available only if the above option is selected.
Where the template Is stored
The template is saved in the Settings Panel (Project templates) of your Havelock organization. You can use it when creating new projects to quickly replicate structure and settings.
If you have questions or need help, contact the support team.