How to save a project as a new project template?
Martin Tsekov avatar
Written by Martin Tsekov
Updated over a week ago

After you create a project and add all the necessary activities, you can save it as a project template. This will save you time in the future when you have to create projects with identical or similar steps. Additionally, you can always edit a project template to add/remove activities.

To save a project as a project template:

  1. Open a project > Save project as template.

2. In the dialog box, give your project template a name and description.

3. When done, select Save.

The new project template would be accessible in the Admin Panel. Admin Panel > PROJECTS > Project Templates.

Tip: To keep things in order and easily accessible, if the template you save is a modification of an existing one, add a date or a distinguishing identifier.

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