You’ve finished the first steps of creating a new project template. In the template editor, you’ll see an array of detail fields for you to fill out. If you’re confused about where to start, don’t worry – in this article, you’ll learn what each of these tabs and fields mean, as well as how you can use these fields to flesh out your project template.
The simplest way to explain all of the project template detail fields is by talking about the tabs at the top of your template editor window. There are four tabs, and each one organizes your template detail fields into different categories: BASIC SETTINGS, TEAM, RATES and TASKS. Here’s a breakdown of each of these tabs.
This tab is similar to the DETAILS tab for any project in your project list. It contains all the basic information about the projects you’ll create with this template, such as project type, category and current status. Under this tab, you can also add information about associated cost centers, billing status, and can even create custom fields.
Under the TEAM tab, you'll be able to assign different staffers to the projects you create with your template. You can assign individual staffers one by one by clicking the +ADD A TEAM MEMBER button. Alternatively, you can assign pre-existing teams to your project template under the STAFF TEAMS header.
The fields under the RATES tab allow you to add basic and custom billing rates for your project. You can choose an option from the picklist under the BASE RATE TYPE header, or you can individually add custom billing rates by clicking the ADD RATE button.
When you go to the TASKS tab, you’ll see the option to add a list of tasks for the projects you’ll create with your new template. For each task, you can add a variety of detail fields such as a type, associated fees, cost estimates, current status and other details. You can choose what fields to display by clicking the GEAR icon in the top right corner and checking off fields in the picklist that generates.
Now that you’re familiar with what kind of details you can add to a project template, you can fill out the most relevant ones and start applying your template to new projects.