Create a Project Template

You can create a template from the Project Templates dashboard. The templates you created can then be used by other users in creating future projects. Your access to these settings is dependent on your version of ConceptShare.

Important: Project Templates are available only in the Enterprise Edition of ConceptShare.

To create a project template from the Project Template dashboard:

1. Log into your account.
2. At the top right corner of your screen, click the Gear Wheel > Project Templates.
3. On the toolbar of the Project Templates dashboard, click Add .
   To create a new project template from the Projects dashboard, see Create a Project Template from the Projects Dashboard.
4. In the New Project Template dialog box, click More Options and specify the template details. For information about the fields and options, see New Project Template Dialog Box.
5. Click Save.