Create a project directly from a template
The video explains how to create a project from a template. If you have the rights to open a template, you can use it as a shortcut to create a project. To do this, open the template, access the three-dot menu, and select “Create Project.” This takes you to a screen where you can edit the project details. Once ready, click “Create Project” to finalize.
Transcript
If you have rights to open a template, you can create a project directly from that template. This is not necessarily easier than creating one from the new project button, but it can be a handy shortcut if you’re working on a template here already. Just open a template and from the three dot menu choose Create Project. You’re brought right here to where you can edit the project details. Click Create Project when you’re ready.
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.
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