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

We suggest to create phases as activity groups which will help you get total time spent on various activity groups like Working Drawings, Site Visits, Meetings, Research etc.

How can I create project template?

Go to Project Settings in Module Wise Settings.
Click on Template tab where you can see the default project templates 'Standard Phases Only' and 'Standard Phases and Tasks' as shown in below image.

Default Project Templates

You can copy and edit default project templates to create your custom template. But you can not delete default templates.
Next, Enter template name in field box and click on Add button, it will provide basic template structure as shown in below example.

Create Project Templates

Initially, it allows you to create phases along with tasks. If you want you can delete task section and create template only with phases.
Now start adding phases and tasks as per your requirement.

To Add phases and tasks :

Add phases and tasks

Edit or delete phases and tasks as shown in below example. Like this, you can create desired template structure as per your requirement.

Changes in the template will not be affect the project in which the template is used.

Edit or Delete phases and tasks in project template
Final example template structure will be look like as shown in below image.

Example Project Template

Kindly refer this document to know about how to use project templates. How can I use Project templates?
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