Create a project directly from a template
In this step, you will learn how to efficiently create a project using an existing template in Workfront. This method serves as a convenient shortcut, allowing you to bypass the initial setup process and directly access project creation. You will explore how to open a template, utilize the three-dot menu to initiate project creation, and edit project details before finalizing. This approach streamlines the process and ensures consistency across projects.
Key takeaways
- Template Access: You need rights to open a template to create a project from it.
- Shortcut Option: Using a template can be a handy shortcut compared to starting a project from scratch.
- Three-Dot Menu: Open the template and select “Create Project” from the three-dot menu.
- Edit Project Details: After selecting “Create Project,” you can edit the project details before finalizing.
- Finalize Creation: Click “Create Project” when you’re ready to complete the process.
Next, you will discover how to share a project template with other users, enhancing collaboration and accessibility within your team.