Everyone has their own formula for creating high-quality project plans —and no one knows your process better than you. With Baton, you can choose to convert your existing projects to templates and access them in your Portfolio view, where you can also edit and track usage data.
In this guide, you’ll learn how to:
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Convert your projects to templates
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Access and manage your templates
Convert your projects to templates
→ To start, select any project in your workspace and click on `Project actions...`. From there, click on `Save as template`, enter a title, and select what information you would like to save into your template.
A pop up will appear after your template is saved and will give you the option to bring you straight to your new template where you can edit and assign tasks.
Access and manage your templates
Click on Templates in your Portfolio view to access your templates.
Each saved template is stored in here. Up top, you can find some quick data points and before using a template you can click on the eye icon where you can have a quickview of your template's information.
If you aren’t quite ready to use a template, no problem — click on `Edit template` and you can easily view which tasks have dependencies, make edits to milestones/tasks, add or remove attachments, shift dates, and the option to duplicate your template (we know there can be different variations to your projects 😉).
You can also view the template in a timeline view to visualize, check for planning issues and save with the sales team or your customer.
You're now ready to use this template! Once you select `Use a template`, you'll add some basic information of your project (with some optional details) to create your new project. Check out our Project Creation and Planning article to learn more. Happy planning!
Comments
1 comment
It's great to have the flexibility to save and access templates, as well as the ability to edit and track usage data about the iq test. The step-by-step instructions and visuals make it easy to understand the process of converting projects to templates and managing them
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