Project Templates

    With Project Templates, you can quickly create projects for your teams. You can reuse the templates whenever you need them.

    How can I access different Project Templates lists?

    In order to access the templates, you need to:

    1. Open the list of projects in your workspace.
    List of the all projects in a workspace
    1. Click/tap on the +Project button.
    New project button
    1. Select See All Templates.
    See all templates button
    1. The following dialog will pop up:
    Lists of project templates

    In the left panel, you can do the following:

    • View all the featured templates.

    • Use a template from the Slingshot Templates.

    • Browse templates based on their stored location.

    How can I use an out-of-the-box Project Template?

    The Slingshot templates are organized based on different industries/departments. To use a template, you need to:

    1. Open one of the lists in the left panel.

    2. Click/tap on a template that best fits your needs.

    3. You will be presented with a preview of how the project will look like. In this case we choose the Project Management template. Here you find a brief description of what’s inside the template, what it includes and who created it. You can also use the left/right arrows to see the thumbnails of each component (in this case Tasks and Discussions). This can give you a better overview of how your project will look like. When you are ready, click/tap on Use Template.

    Preview of a project template
    1. You will be presented with a dialog, where you can change the title of your project and change the description by clicking/tapping on each text box. You can also set the starting date for the project from the drop-down menu. The starting date will also be used for configuring the task dates. When you are ready with the changes, click/tap on Create.
    Create a new project from a template

    How can I create a custom Project Template?

    [!Note] Keep in mind that the option to create custom project templates is available to Slingshot and Slingshot Enterprise users.

    To create a custom project template, you need to:

    1. Open the overflow menu of the project you want to use for the template.

    2. Click/tap on Save as Template.

    Save as template option for a project
    1. The following dialog will open up. Here you can:
    Save as template dialog for a project

    • Change the title and the description of the template.

    • Keep the members of the workspace and its projects.

    • Choose a thumbnail. This way you can quickly browse through different templates and get an overview of what a specific template includes.

    • Keep all the tasks or only the tasks structure. If you decide to keep the tasks, you can:

      • Save the field values.

      • Include the weekends.

      • Set the Schedule Type.

      Workspace template tasks options

    If you decide to keep only the structure of the tasks, you won't be able to see the tasks and their fields.

    When you scroll down, you can also choose what to keep from the additional content, such as dashboards, pins, or discussions.

    Workspace template tasks options

    Choose what to keep from the project in order to use it for the template. When you are ready, click /tap on Save.

    1. Once you have created the template, you can open your list of projects in a workspace and click/tap on See all Templates.
    See all project templates option
    1. The template will be saved in its workspace under Locations.
    Example of a stored template in a location

    Besides this, you can also open the overflow menu on the right side of the project template, that you have created, and take the following actions:

    • Open the template.

    • Copy the link to the template.

    • Add the template to Bookmarks or remove it from there.

    • Delete the template.

    Example of a stored template in a location

    If you want to find more information about how you can create and use projects, head here.