How to Create & Use Project Management Templates

 

In ProProfs Project, you can create a new project using our readymade designs or a custom template.

 

Benefits of using project management templates:

 

  • Quickly set up new projects without wasting time and effort on finding the right design

  • Standardize your project account with a seamless approach for every project

 

In this article, you’ll learn:

 

1. How to Create Projects Using Readymade Templates

2. How to Create Projects Using Custom Templates

 

 How to Create Projects Using Readymade Templates

 

Step 1: In your ProProfs Project account,

 

  • Click on the arrow next to the New Project button and select “Create Using a Template.”

 

Create a new project using a template

 

Here’s a list of ready-to-use templates:

 

List of ready-to-use templates

 

Step 2: Hover over the templates under the General Templates tab to pick one. 

 

  • Get a preview of the template by using the “Preview” button.

  • Start editing the template by clicking the “Use Template” button.

 

General Templates

 

Step 3: After selecting the template, the project editor opens, where you can add tasks and perform other operations.

 

Edit the project template

 

 How to Create Projects Using Custom Templates

 

Step 1:  In your ProProfs Project account,

 

  • Click on the arrow next to the New Project button and select “Create Using a Template.”

 

Create a New Project Using a Custom Template

 

Step 2: Go to “My Templates.” Here you will find the list of custom templates you created using an existing project. 

 

List of Custom Templates

 

Step 3: 

 

  • Hover over a template and click on the “Use Template” button to select it.

 

My Templates Section

 

  • Click on the three vertical dots or the kebab menu icon to access some quick settings of the custom templates.

 

Quick Settings for Custom Template


 

Step 4: Once you pick a template, the editor opens where you can do the following and more: 

 

  • Tweak the project name & task name.
  • Create your workflow to build a customized project.
  • Add users to your project and assign tasks to them.
  • Track project progress on the go.

 

That is all about using project management templates.

 

 

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