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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 Template called “Project” that contains these standard fields:

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An organisation can have many Project FormsTemplates.

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 Templates, then when an Admin or Project Creator is creating a project, they are able to choose which Project Template they wish to use by clicking the Project Template field at the top of the form.

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

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