Project Templates (Project Forms/Categories)

Owned by Matt Kepple
Last updated: Dec 29, 2021
2 min read

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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

  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

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.