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What are Project Templates

Project Templates (also known as Project Forms/Categories) enable let you to choose

  • decide which fields are displayed on the Create/Edit Project page

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  • for projects made using that Template

  • automatically add one or more surveys to projects created using that Template

By default, every organisation has one Project Form Template called “Project” that contains these standard fields:

  • Name

  • Cover Image

  • Project Managers

  • Project Reporters

  • Project Members

  • Short Description

  • Long Description

Those fields are displayed on the Create Project page, illustrated below

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Every An organisation can have multiple many Project FormsTemplates.

Selecting a project form

Using a project template when creating a Project

Note

A project can only be associated with one project formtemplate.

  • This differs to the rule for contacts; a contact can have several Contact Forms applied to their contact record.

  • But is the same as the rule for stories; a story can only be associated with one story category (also known as a survey)

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Steps to create a project using a Project Template

  1. Go to the Create a Project page

  2. If your organisation has multiple Project FormsTemplates, then when an Admin or Project Creator is creating a project, they are able to choose which Project Form Template they wish to use by clicking the Project Category Template field at the top of the form.

  3. Once you select a form, the Project Page will update automatically

Warning

If you have already started completing some of the fields and then decide to change the Project Form Template midway through, your information will be lost.

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