Template Settings

Different departments in a company has different workflows. Templates will help in defining workflow easily while efficiently managing it.

After customizing templates for different categories from settings, you don't need to create templates every time while creating a project of a particular category. The template for the category of a project will be automatically selected. For example, if you are creating a project for Marketing, the application will automatically choose the Marketing template from your template settings.

Create a Template

  • You can Import template or create a new one. Click on '+ Add New Template'.

  • Add Name, Category, Description and press next.

  • Personalize the task type, project status and task status.

  • Customize your Project Views and submit. The template will be created successfully.

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