If you frequently run similar types of projects, you can choose to create a Project Template to save time on the initial setup of future projects.
What Are Project Templates
Project Templates are formatted projects created without any distinctive project content, such as important dates, assigned reviewers, submissions or reporting. Templates may be best used on projects that run on a cyclical basis, or that contain similar content and structures.
We've added a separate section on the Dashboard for you to see all your Templates. From there, you can keep a curated list of templates and then click into them and Create a Project based on the template.
Creating A Template
You can create a Template from any project that is in any active stage.
When you create a new Template, you will become the Owner of the template. The Owner of a given template has complete edit privileges over the template, a Department Manager can also edit a template provided it is in their Department, and an Org Admin can edit any template at any time (please see our User Roles in Bonfire page).
From an existing project, click on the Actions button and select Create Template From Project:
Once the Template has been created, you will be taken immediately to it. Note the purple tag that is used to identify Templates. The Template by default will take on the name of the project from which it was created from with "- Template 1" in the title.
At this point, you can modify any attribute of the template to your liking.
Where Do I Access My Templates?
Templates are accessible on the main Projects page under the Project Templates section:
Linking Files from the File Library to a Template
Within a project template is the ability to link files from the File Library module. For those with access to the File Library module and are utilizing Project Templates (or plan to!), it is recommended to connect files from your File Library to your templates. By doing so, you'll save valuable time in the build process of your project as the original description of the files will carry over and any edits or updates that happen to these files from within the In-App Document Editor will come over as well! This automation creates a seamless update to all files in any template they are associated with, eliminating any chances of error.
For more information on the File Library module, and specifically how to link a file to an existing project template, see the section titled “Add Files to Project Templates” in the Bonfire Solicitation Builder article.
If you would like to know more about the Bonfire Solicitation Builder which includes the File Library and the In-App Document Editor, please reach out to your Bonfire Client Success Manager.