Key takeaways

In this module, you learned how to create, use, and manage project templates in Workfront, including building templates from scratch, utilizing Blueprints, and creating projects directly from templates. You explored effective sharing of templates, copying existing projects, and editing project teams within templates to streamline project creation and ensure consistency.

The following are some of the key takeaways from the module:

• Create a project template from scratch by setting up tasks, timelines, and assignments to job roles.
• Utilize Blueprints to access pre-built templates for efficient and consistent project creation.
• Share project templates effectively to ensure the right users have access to projects created from them.
• Copy existing projects and adjust settings to customize new projects without sending unnecessary notifications.
• Edit project teams in templates to avoid including non-relevant members and ensure proper task assignments.

Now it's time to measure how well you learned these lessons with a short quiz.