How to turn a project into a template
Purpose
Section titled “Purpose”Turn one of your organization’s projects into a template, so colleagues can create new projects with its setup as a starting point.
Prerequisites
Section titled “Prerequisites”You are the owner of the project or the owner of the organization. The template copies the project’s current version, so set the right version as active first.
- Go to Projects in the top menu.
- Open the project’s menu (the three-dot button on the card or row).
- Choose Mark as template.
- Confirm. Choose Remove as template in the same menu to undo it.
Result
Section titled “Result”The project gets a Template badge in the project list, and an Only templates filter appears in the filter panel. When someone in the organization creates a new project and chooses From template, the template shows up under Organization templates. LCAbyg’s own official templates are always available to everyone.
The template is an ordinary project: edits to it take effect on future projects created from it, but not on projects already created. A banner on the project’s pages reminds you that it is a template.