Create a Project Template

Learn How to Create a New Project Template

  1. Access the Admin Dashboard:
    • Navigate to the Admin Dashboard from the left-side menu.
  2. Open the Projects Tab:
    • Click on the "Projects" tab located in the top menu bar. 
  3. Add a New Template:
    • In the Templates section, click the "+ADD" button.
  4. Fill Out the Template Form:
    • A form will appear where you can enter the default Name, Description, and Tags for the new project template.
    • The only required information to create a Project Template is a name.
    • You can also add Additional Properties and Attachments, such as floor plans or contact information.
This process allows you to streamline project creation by setting up standardized templates with predefined details and resources.