Key takeaways
Project templates provide a framework for building projects faster and ensuring consistency across similar projects.
In this module, you learned how to:
- Review existing project plans to determine if they're needed in Adobe Workfront.
Inventory project templates to help easily evaluate them to see what is needed and what is no longer relevant. - Set up a portfolio and/or program dedicated to project templates. Having a dedicated storage spot keeps project templates out of the way of your user's daily work.
- Create project templates based on an existing project. Copying an existing, successful project as the base of a project template helps save time instead of creating a project from scratch.
- Share project templates so others can use them. When you create a template, by default, you are the only person who can see it, use it, or edit it. For others to use the template, it must be shared with them with at least View permissions.
- Incorporate Adobe Workfront's best practices into your template building. Focus on best practice recommendations from Adobe Workfront experts about setting up, managing, and using Workfront project templates.
Project templates serve as a starting point for projects. Project managers can quickly create a project with a template, modifying the task list and project timeline as needed to suit their specific projects.
A library of curated templates also ensures consistency across projects of the same type, which leads to more accurate reporting and resource planning.
Use project templates for campaigns, product development, company events, and more, ensuring the project plan is executed following your organization standards.