Templates

 

Exporting project templates can save a lot of time when new projects are setup.  Use this feature to create a set of project templates for each type of project you undertake.  Once a template has been created, it can be import into any project.  When project templates are created, you can choose which task to include in the template.  The same goes when you import the template into a project, you choose the tasks you want to import.

 

The project template resides on the server in a folder designated by you if you do self hosting.  On the other hand, if you use our hosting service the project template resides on your computer, and is uploaded each time you use the template. 

 

To create a template all you have to do is to activate the project you want to use as basis for the template.  Next click the file menu choose export, then XML - Task List.  In the subsequent form give the template a name then choose the tasks to include.

 

 

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