Redbracket HUB allows you to create and manage project templates as per your requirement and use it while creating a new project. This will add phases and tasks as per template into the new project. This guide let you know how to use project templates.

Let us see how we can use system defined project template:

Example : [ How to use System Defined Project Template ]

Enter all required details and select default project template Standard Phases and Tasks while creating new project and you can see, how the system automatically creates tasks and phases as per template as shown in below example video.

You can also create a project without using any template.

Using Default Template

Same way, you can select custom project templates while creating new project as per your requirement.

The Due date/Deadline date of tasks which are created through project template are automatically set with project creation date and tasks will be created as self assigned tasks ( Both assigner and assignee are creator ) as shown in below screen.

Tasks created through project template

You can plan future activities by changing Due date/Deadline date of tasks and assign tasks to project members based on your requirements as shown in below example video.

Change Task Due date and assignee
Was this article helpful?
Cancel
Thank you!