How to use project templates

Jumpstart your project creation with templates

Overview

All project templates are grouped in one convenient place called My Templates. This module is the ideal spot to manage your templates—edit them, select them, or delete them.

Who can use this feature?

Members with the status of Project manager or higher can benefit from the project template feature.

Where can I find it?

The project templates are all grouped together in a new module called the Template Center that can be found from the application left side menu.

1. How to create a project template from an existing project

You can save a lot of time by building on existing projects when setting up your new project. If your team has projects and work they repeat, you don’t need to recreate those tasks and projects in Nutcache every time. By creating your own custom templates, you don’t have to start from scratch or miss any steps.

To create a new project template from an existing project you can choose one of the following options:

The project list view

Start with an existing project. Open the project you want to use as the basis for the new project template. From the project list on the left side, click the project souvlaki menu and select the option Save as template.

From the project souvlaki menu:

You can also set a project as a template from the project page souvlaki menu:

From the grid view

When displaying your projects in a grid fashion, you can also save a project as a template from the project souvlaki menu:

Clicking Save as Template, will open a pop-up on your screen which will ask you for the template name, description, members, category and all the other parameters that can be set for a project. All the project details can be changed or, if needed, these details may be changed or updated at a later time from the Template Center.

Once you have all fields filled and selections made, click Save.

After clicking Save you will see the project template appear in the Template Center under its category, if you defined one.

Any changes you make on this template from the Template Center will not impact the "Host" project - you are only making changes to your template.

How to use a project template

Project templates allow you to create projects that are fully configured with project phases, tasks, members, etc., in a faster and easier way.

From the create project popup

You can also base your project on an existing template when creating a new project.

From the Create New Project screen, click the drop-down list and select an existing template to base your project on. You will notice that Nutcache offers multiple templates for you to use.

2. How to convert a project phase into a template

Just like a project, it is possible to convert a project phase included in a project into a template. This is another way to speed up the creation of a project.

From the project phase souvlaki menu

To convert a project phase into a template, start with an existing project. Open the project that includes a project phase you want to use a template. From the project phase souvlaki menu on the right side, select the option Save Project Phase as template.

Clicking Save Project Phase as template, will open a pop-up on your screen which will ask you for the template name, description, and all the other parameters that can be set for a project phase . All the project phase detail can also be changed or updated at a later time from the Template Center.

3. How to convert a checklist into a template

Just like for a project and a project phase , it is possible to convert a checklist included on a task into a template.

To convert a checklist into a template, start with an existing task. Open the task and create a checklist or use an existing checklist that you want to use as a template. From the checklist souvlaki menu on the right side, select the option Save as template.

A pop-up screen will prompt you to enter a name and description for the new checklist template, but you will also need to specify who will have access to it.

How to use a checklist template

From the task

After creating a checklist template, you can select it directly from a task by clicking the Apply template link:

4. How to convert and use a workflow template

Converting a workflow into a template is just as simple as with other templates, and the process is similar. To use the template, simply:

1. Go to the My Templates section.

2. Click the Workflows tab and locate your workflow.

3. Click the Use this template link.

In the pop-up window that appears:

1. Select the project where you want to use this workflow.

2. Select the appropriate project phase.

3. Choose a status equivalency method:

4. Move all tasks to a single status, or

5. Map statuses individually

Once the setup is complete, click Save. The project will open automatically with your new workflow.