2 Replies Latest reply on Jun 5, 2017 7:03 AM by kgladstone

    Are we able to copy a project task list as a template for future projects?

    kgladstone

      We use Jive-N and want to create project templates.  Particularly for tasks.  Are we able to copy a project to create a template?

        • Re: Are we able to copy a project task list as a template for future projects?
          relevant

          In Jive-N you're able to save a project as a template and open that template when creating a new project.

           

          See below 2 examples; the first when using 'tiles', the second when using 'widgets':

           

          1. Copy template when using tiles

           

          Go to the project(s) you would like to create a template of the activity page (it's not possible to create a template of a custom page yet, see Creating "Custom pages templates" and give your vote to support this idea). Click on the 'Manage' icon on the project, which shows you the pull down menu below where you can save the project activity page as a new template (only you can use this template) or as a community template (everybody who are able to create projects can use this template)

           

           

          Create a new project or go the project where you want to use the saved template. Click on the Manage icon and 'Settings' in the pull down menu. You'll see 'Browse templates' on the left side. Click on that button and you'll see several default templates and Your Templates. Below an example of my two templates in 'Your Templates'. Click on the template you want to use and click on 'Apply Template'.  

           

           

          2. Copy template when using widgets

           

          When using the widget based overview page, you can copy another project template you're already using when creating a new project.

           

          Click on the Manage icon -> Overview page

           

           

          Click 'Copy'

           

           

          Search for the project you want to copy the overview page -> Click Copy -> Click Publish Layout (directly or after making some additional edits)

           

           

          Does this help you to move forward? 

           

          Best

          Michiel

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