Introduction
The Project Templates section in Administration stores all reusable templates for project creation. These templates save time and ensure consistency when setting up similar projects. This article explains what project templates are and how administrators can use them.
Target Audience
- Administrator
Project Templates in Administration
Definition
Project templates are predefined project setups that include modules, settings, and structures. They allow administrators to:
- Reuse existing project layouts
- Apply consistent configurations
- Quickly start new projects with minimal manual setup
The template list displays key information such as the template name, author, and a brief description of the template’s purpose.
How It Works
Each line in the template list provides interactive options:
- Plus icon next to the template name allows the administrator to instantly create a new project from the selected template.
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Options menu (accessible through the three-dot icon) provides additional actions:
- Create new project
- Copy to project
- Edit the template
- Export the template
- Delete the template
- Clicking the template name opens a detailed view of the selected project template.
There are also general tools in the top panel that allow filtering templates, importing templates, and managing saved filter views.
Read the How to Create a Project Template article to learn how to create a new template.
Examples
- A training program for new hires
- A standard setup for handling anonymization and GDPR requests
- Templates for client onboarding or internal process management
Conclusion
The Project Templates section in Administration helps streamline the project creation process. It allows administrators to reuse proven project configurations, saving time and ensuring standardization across the organization.
Further Reading
- Projects in Administration (Explanation)
- Workflow Configuration in Administration (Explanation)
- Roles and Permissions in Administration (Explanation)
