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Add a Project Template

In this video we'll learn how to create a project template. There are two ways to create a project template. First, from creating a template from a live project, the benefit of... Read More

In this video we'll learn how to create a project template. There are two ways to create a project template. First, from creating a template from a live project, the benefit of this giving you realistic milestones and tasks from the previous project that applies to a new one, or you can create a project template by going through the configuration on the back end. Go to the project section, here you'll find what's going to look like a Gantt chart on the right hand side and then a left hand side is an Excel-type itemization of all the work that you will be doing. To add in tasks underneath the milestones I'll click here. I can also click in line as well and use the left and right arrows. The next step in the project template is to put a bit of information around the budget, the schedule, the hours that are involved in each of to the tasks. The way that I edit tasks is I click over the task pencil and here I'll be able to assign all the work, show how long it's going to take, give an estimate for how much this task is going to cost, whether I'm doing a fixed bid and I'm just using this as a rough estimate or I'm making these promises to the customer. Then, also, I put in dependencies. Now, this is the first task, it doesn't make much sense to have a dependency but for the wireframes, the mockup section, it absolutely makes sense to have it dependent on that initial conversation we had with the customer. So, between adding time, adding dependencies and putting together the project, you can give a really solid structure to make sure that you're delivering projects on time and on budget.

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