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.
- 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.
- Select the “+ New Project” to open the quick create form.
- Select “Yes” for “From Template”
- Select the Template from the list
A new Project will be created, including all of the Project Tasks from the previously saved Template.