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Overview

Templates in Adjera help you standardize your project creation process and ensure consistency across your workspace. With project templates, you can pre-define project structures, tasks, milestones, and team assignments that can be reused when creating new projects.

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Project Templates

Project templates allow you to create a blueprint for common project types in your organization. When creating a new project using a template, all pre-defined elements will be automatically created, saving time and ensuring consistency.

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Creating a Project Template

  1. Navigate to Settings -> Templates -> Project Templates
  2. Click the “Create Template” button
  3. Fill in the template details:
    • Template name
    • Description
    • Default project settings
    • Tasks and milestones
    • Team assignments

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Template Components

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Basic Information

  • Template Name: A descriptive name for the template
  • Description: Details about when and how to use this template
  • Category: Optional grouping for better organization

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Tasks

You can pre-define tasks that will be automatically created when using the template:

  • Task name and description
  • Priority levels
  • Start and due dates
  • Team or individual assignments
  • Associated milestones
  • Task dependencies

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Milestones

Create milestone structures to help track project progress:

  • Milestone name
  • Target completion date
  • Associated tasks
  • Dependencies

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Using Templates

  1. When creating a new project, if you have templates available, you will see a dropdown to select a template.
  2. Choose the desired template from the list
  3. Customize any pre-filled information as needed
  4. Click “Create Project”

The new project will be created with all template components, including:

  • Pre-defined tasks and milestones
  • Team assignments
  • Start and due dates
  • Priority settings

Creating a Project

Learn more about projects and creating a project here.

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Managing Templates

Templates can be managed from the Settings page:

  • Edit existing templates
  • Duplicate templates for variations
  • Archive unused templates
  • Set default templates for project types

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Best Practices

  1. Start Simple: Begin with basic templates and expand them based on usage
  2. Regular Updates: Review and update templates based on project learnings
  3. Standardize Naming: Use consistent naming conventions for tasks and milestones
  4. Document Usage: Include clear descriptions of when to use each template
  5. Team Input: Gather feedback from project managers and teams to improve templates

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Template Permissions

Access to template management is controlled by user roles:

  • Admins: Full access to create, edit, and delete templates
  • Managers: Can use templates