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Jul 28, 2014 by Patrick Icasas in PM Best Practices & News

How to Create Templates in Easy Projects

How to Create Templates in Easy Projects

How to Create Templates in Easy ProjectsIf you encounter the same type of project over and over, then you’ve probably been recreating them from scratch every time. This is tedious and inefficient—not to mention a waste of your valuable time.

That’s why Easy Projects allows you to create and use templates. It’s a much faster and more reliable method of creating common projects.

To create the template, all you need to do is create a project like you normally would. You set activity schedules, assign people, and establish dependencies. When you’re done, just click on the Activity Status and select Template.

It’s that easy!

To create a project from your new template, just type in the new project’s name in the Quick Create box, and select your template from the drop down list of available templates. You can then replace the placeholder details and dates with those of the actual project.

Check out the video if you want to see more about creating and managing templates.

Patrick Icasas

Patrick Icasas is a former marketing project manager with 7 years of marketing and PR agency experience, managing creative projects for brands such as Nokia, Verizon Wireless, and Adobe. He now spends his time helping people make the most out of their project management software and entertaining his 5 year old daughter.