Project templates

A project template is a saved starting point for new projects. When you create a project from a template, Site Connect copies the template's name, description, colour and any columns and tasks the template holds into a brand-new project.

Where to find it

Menu: Project › Project templates · Address: hub.siteconnect.ai/projects/templatesWho can use it: anyone with the Task · View permission can browse templates. Creating templates and projects from them needs Task · Create. See Roles and permissions.

Create a template

1. Click Create template.
2. Fill in Template name (required), Description, Category and Color.
3. Click Create.

You'll see Template created, and the template appears in the list.

Create a project from a template

1. Hover the template's row and click the green play button (Create a project from a template).
2. Check the Project name (it starts as the template's name) and the Start date.
3. Click Create project.

Site Connect creates the project with the template's columns and tasks. If the template has no columns, the project gets a standard set of task columns. Find the new project in Project › List, then add its address, team and other details on its Settings tab — see Inside a project.

Edit or delete a template

• Click a row (or the pencil that appears when you hover it) to open Edit project template. Change the details and click Save. When a template holds columns and tasks, they're listed here for reference.
• Click the trash icon to delete a template. You'll be asked to confirm.

Read the list

Column	What it shows
Template name	Name and description.
Category	Your own label for grouping templates.
Column	How many task columns the template creates.
Tasks	How many tasks the template creates.
Created by · Created date	Who made it and when.

Use Search templates... to find a template by name.

Good to know

• The template form holds the name, description, category and colour. Columns and tasks can't be added or edited on this page.
• Creating a project from a template doesn't copy an address, team, stage or check-in settings. Set those on the new project.

Related

• Project list
• Inside a project
• Form templates