Tagging Projects for Use as Templates

Tagging projects for use as importable project templates saves project managers a lot of time when setting up projects that repeat the same structures, such as roll-outs, implementations, policy development, and so on.

To Tag an Existing Project as a Template

  • Click the Edit Project Details link in the Project Details panel on the Project Functions menu (in the Full Project view, not available on One Page Project view).
  • Scroll to the bottom of the Edit Project screen and tick Tag as template. Click Save.