Project Templates (Project Forms/Categories)
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What are Project Templates
Project Templates (also known as Project Forms/Categories) let you
decide which fields are displayed on the Create/Edit Project page 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:
Name
Cover Image
Project Managers
Project Reporters
Project Members
Short Description
Long Description
Those fields are displayed on the Create Project page, illustrated below
An organisation can have many Project Templates.
Using a project template when creating a Project
A project can only be associated with one project template.
This differs to the rule for contacts; a contact can have several Contact Forms applied to their contact record.
Steps to create a project using a Project Template
Go to the Create a Project page
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.
Once you select a form, the Project Page will update automatically
If you have already started completing some of the fields and then decide to change the Project Template midway through, your information will be lost.