Before you get to this stage, we recommend that you think about your hierarchy of projects
This is the part of the design process where you can categorise your projects based on any similarities they have in terms of surveys they use or what they are about.
Terminology:
Project Template = Project Form = Project Category
What do Project Templates do?
There are 3 things you need to know
Each project can only have one Project Template
Project Templates allow you to automatically apply one or more surveys to a project
When you are on the Manage Projects page in Table view, you can see which Project Template a project has used
Do you need to use Project Templates?
If you have several projects that use identical surveys, then using a Project Template is a good way to simplify the setup process
But if each of your projects is quite unique, you can get by using the inbuilt Project Template (called Project) and not need to create several additional ones.
How to design your use of Project Templates
Create a project for each service you provide:
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You can use the Projects per Project Category tab of the Blueprints spreadsheet to map your organisation's projects.
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