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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