Setting Up Your Templates

Everyone has their own formula for creating high-quality project plans —and no one knows your process better than you. With Baton, you can create project plan templates that your entire implementation team can use to kick-start their projects.

Templates are a way to ensure that your projects are standardized across the team. Team members will be able to use these to create as many projects from the same template as they would like. You can find these from your global navigation on the left side of your screen.

You can find some quick data points and before using a template you can click on the eye icon where you can have a quick view of your template's information.
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Plan: Adding Phase, Milestone, and Tasks

Add any of the project building blocks to the template. Note that task dates will be automatically calculated based on the start day and duration of the task.
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​Preview: Looking over your dates

Using your plan created in the previous step, the "Preview" step will map each phase, milestone and task to a specific date based on the on either the project start date or project due date (this can be configured at the bottom of the screen). This can help you to get a better understanding of how long each segment of your project will take.
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​Assets: Adding important documents

From this page, you can add any necessary required documents, links, and forms to the template to be copied over to the project upon creation. Any attachments that have been added to tasks will also automatically appear here.

Settings: Configuring Your Default Preferences

Set any default settings preferences that will carry over to any projects created using a particular template. Note that these settings can be overridden on a project-by-project basis.

Follow the steps below to create a project from a template once you have completed the setup of your template.

Step 1: Click on the Create Project from Template button.

Step 2: Add a name for your new project, customize any of the available options (optional), and click on the Create Project button to create the project.