![]() If you want to be more efficient, ready-made forms and project management templates can definitely help. Fortunately, you don’t have to recreate these documents from scratch. Project-related documents are created using different authoring tools such as Excel, Microsoft Project, Google Sheets, and PowerPoint. They can help teams set goals, assign tasks, manage expenses, monitor progress, stay on schedule, and move a project from one milestone to the next. Project management templates serve many purposes. In fact, there are templates for just about any stage in the project lifecycle, from inception to completion. These ready-made forms not only make it easier to monitor tasks and track progress, but they also help accelerate, standardize, and improve the entire project management process.īecause each project has many aspects, project documentation covers a wide range of areas. No wonder they often get things done using project management templates. They build skills, train hard, and use the right tools. Have a great day.Successful project managers work smart. Thanks everyone for joining us today, and make sure to come back next week for another two minute video. A simple process for creating Project Templates by going into that detail page and checking that “Project Template” checkbox. If we look at the permission sets that come with a Cloud Coach package, we can see a permission set for project templates and we can use that to select which users are permitted to designate projects as templates by using that checkbox.Īnd there you have it. Now, if I want I can also choose to lock project template’s down with permission sets. ![]() So, not only can I see my new project template there in my list view, but now, when I go to create a new project in our Creation Wizard, if I choose “Create from Template,” I now have the option to clone from my Digital Marketing Strategy project template. I can easily manage them, and I could do the opposite as well if I want to create a list view that doesn’t show me project templates I can use that checkbox and say “Show me everything where Project Template is ‘False.’” For example, I can create a list view to just see Project Templates, and all I have to do to create that list view is go to the filter criteria, choose that Project Template field, and say I only want to see the Project Templates that are “True.” As soon as I do that I get this Project Template list view that filters all my projects and only shows me my templates. Now, let’s go to our Project’s tab, and one of the things we can do with that Project Template checkbox is that we can create list views to filter by project template. I’m going to add “Template” to the name, save it, and now we have a new name and it’s a project template. ![]() All I do is I check that box there, and before I save it I’m going to go ahead and change my project name to make this a little more recognizable as a template. So, to make this into a template I’m going to go to my Project Alerts & Details page, and in the details page down here under System Information is a checkbox called Project Template. We like the look of this project and we’re ready to turn this into a template so we can easily clone this for future projects. So, here we are on a new project, Digital Marketing Strategy, that we’ve set up with our Project Creation Wizard, including Phases and Tasks. ![]() So, creating project templates in Cloud Coach is as simple as starting with a new project that you created from the Project Creation Wizard. Thanks for joining us this week as we look at how you can create a project template in Cloud Coach. Hello everyone, Nic from Cloud Coach here.
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