Title
Projects Template
Tags
Project Types
Phase Lookup
Checking List

Projects Template Page

Projects Template

Overview: This interface is designed to help administrators manage project templates efficiently, ensuring streamlined project creation and organization.

1. Template Records

  • Displayed Fields:
    • Project Name: The name of the project template (e.g., Default Temp).
    • Entries per Page: Adjust the number of templates displayed per page (default is 5).
Template Records Screenshot

Example of how template records appear in the list.

2. Navigation Options

  • Pagination Controls: Navigate between pages using the controls at the bottom of the table.
  • Delete Selected: Select and delete specific project templates from the list.
Pagination and Delete Screenshot

Navigation buttons and delete options visible below the data table.

3. Create Template

  • Click on the Create button.
Create Template Button

The 'Create' button is used to start a new template entry.

  • Enter the required details and click Save.
Template Save Screenshot

Once details are completed, use 'Save' to store the template.

Tips for Efficient Use

  1. Regularly review project templates to ensure they are up-to-date and relevant.
  2. Use the delete option carefully to avoid accidental removal of important templates.
  3. Adjust the entries per page setting to view more or fewer templates as needed.


See also: