Create a Project based on a Template

You can create a project using a template that you or another user created. 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 based on a template:

  1. Log into your account.
  2. In the Navigation panel, click Projects.
  3. On the toolbar of the Projects dashboard, click Add .
  4. In the Project Wizard, select Based on Template.
  5. In the Select Template dialog box, select a template from the drop-down list, and click Next.
  6. In the Name field of the New Project dialog box, specify a name for the project.
    For more project options, click More Options. For information about the fields and options, see New Project Dialog Box.
  7. Click Save.