Having to constantly create new documents or projects wastes valuable time and money. It can also cause inconsistency between projects that are basically the same. With the ability to duplicate projects, you can create project templates to eliminate the pain of creating a new project for every opportunity in your company.
- Create a Project Template
- Create a Project Templates View
- Create a Project From a Template
- Edit Any Project Templates
To create a new template, first, create a new project. For the title of the project, use a title like "Blog Post Template" or any other project that you repeatedly do. You can assign an owner to the project, but don't worry about the scheduled date. This project will be moved to the Workboard for future use.
Once created, begin to add attachments to the project. For our example, we have added 3 different text editors, a file uploader, and a social campaign.
- Brainstorm: Think of article titles, details, call to actions, and participants.
- Article Details: Details about the author and add context to the article for future SEO information.
- Article Copy: Where to build the entire article. Break the article down by intro, body, outro, and additional information.
Inside each text editor, add an outline or headers for each section you create for texts. Any information added to the project can be duplicated.
When finished adding all of the content to the project, we will need to label the project so that we can create a saved view to easily find the template at a later date.
After labeling, move the Template project to the Workboard. Next, we will create a saved view to easily find the templates for future use.
Creating a saved view for templates will help you create a location to keep all of your templates. This way you will not have to scramble around the calendar to find these templates in the future. When creating a new saved view, either filter by Color Label or Tag.
When finished, click Done. Your template view will be located with your other calendar views.
When it's time to add a project to your calendar, if you have already created a template, go to your template view.
Inside the template view, you will see all of the templates that you have already created. Hover over the template that you want to use, then click then Duplicate.
A copy of the project will be added to your workboard, drag-and-drop or manually schedule the new copy.
Once added to the calendar, be sure to rename the project and change any necessary color labels or tags. You're now ready to begin working on your project.
If you need to edit any of your templates, go to your Template view, then select which template you need to edit.
Inside the template, delete or edit any of the added attachments. Any updating to text or attachments will only apply to newly duplicated projects. Past duplicated projects will not be affected.
When finished, click Close. Your template will be saved for future use.