Use a project you already have as a template to create new ones.
Who can do this?
Full and Project level Administrators on a subscription.
Steps:
- Click on your name on the upper right and select "Manage Projects and Members" from the pull-down.
- Select the "Projects" tab
- Click on "New Project from Template" from the subtab
- Select the project to use as the template in the "Template Project" field
- The "Start Date" field is the date the new project will use as the beginning of the first Task in the template
- Complete the rest of the form and click on "Add this Project"
- Newly created project can be edited to reflect current needs
Note:
- Copied from the Template project to the new project:
- Milestones, Tasks, Dependencies (on Gantt chart), and Categories (folders)
- Milestones and Tasks are unassigned in the new project since members have not been aided to the new project.
- Not copied:
- All other items including: Files, Events, Discussions, Binders, etc.
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