RapidStartPROJECT – Using Project Templates

Building a Project takes some time, particularly there are a lot of Project Tasks. To save time creating similar projects, RapidStartPROJECT has a templating system.

You can build a template from scratch, or convert a past project into a Template for future use.

  1. To create a Template, simply change the “Is Template?” option to Yes.

Creating new Project from a Template

Start the same way you would create any Project, from the RapidStartPROJECT tab of either a Contact or an Account record.

  1. Select the “+ New Project” to open the quick create form.
  2. Select “Yes” for “From Template”
  3. Select the Template from the list

A new Project will be created,  including all of the Project Tasks from the previously saved Template.