11.1 Templates Overview

Templates Overview

When creating a new project or milestone, you can save time by using a template or from a project imported from MS-Project .

A template provides the basic framework to create a new project or a milestone from a previously used project or milestone saved in the system.

Clarizen out- of- the box templates, such as the Customer Rollout or Marketing Campaign, provide a launching point for structuring a new project and enables making changes to suit your organization.

You can create your own custom templates to facilitate the quick and simple creation of new projects without needing to start from scratch.

All fields and data are maintained when a project or milestone is saved as a template.

For example, your marketing department may have a monthly newsletter project. Rather than creating the entire project from scratch each month, the initial project can be saved as a template to select each time a new project is launched, making the necessary changes on the fly.

The Templates module enables navigating and updating the list of project or milestone templates previously saved to the database.

Figure 1: Template Module

 
 
 
 
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