Project Templates

As mentioned earlier in this training module, Pulse has the ability to create New Projects from Project Templates.

When a Project is created from a Project Template, the New Project can be pre-populated with data and assets from the ‘Template Project‘.

When the New Project is created from the Template, the New Project will be setup related Tasks & Documents AND invite Users to the Project, based on the Template settings.

This module covers:

  1. Choosing a Project Template
  2. Creating a Project Template

This training will take 5 minutes.

Project Wizard > Template Selector