How do I create a project template?

A project is a grouping of tasks that can be set to recur monthly.

To create a project template take the following steps:

1. Navigate to Work
2. Select the Projects tab
3. Click on the Project Templates button
4. Click the New Projects Template button
5. From the left menu pane:
   1. Enter a Project Template Name
   2. Enter a Project Description (Optional)
   3. Template Owner will default in with the template creators name
6. In the main portion of the window:
   1. Click the +Add Task button
   2. Select the Task Type
   3. A menu pane will appear on the right side of the window requesting details about the task type:
      1. Document Upload Details 
         1. Task Type - will default in with the task type name
         2. Upload - It is not required to enter a Document Name
         3. +Add - If more than a one document upload is required for this task you can click this button until the number of document request placeholders are desired
         4. Assignee - this will auto populate
         5. Task Due Date - enter the number that represents the count of days before the month end close this task will be due
         6. Instructions (optional) - enter the actions you would like this user to take when they are assigned this task
      2. Financial Institution Connection Request
         1. Task Type - will default in with the task type name
         2. Task Name - It is not required to enter the financial institution name
         3. Assignee - this will auto populate
         4. Task Due Date - enter the number that represents the count of days before the month end close this task will be due
         5. Instructions (optional) - enter the actions you would like this user to take when they are assigned this task
      3. Password Credential RequesT
         
         1. Task Type - will default in with the task type name
         2. Task Name - It is not required to enter a Task Name
         3. URL- enter the URL for the 3rd party vendor you are requesting the credentials for
         4. Assignee - this will auto populate
         5. Task Due Date - enter the number that represents the count of days before the month end close this task will be due
         6. Instructions (optional) - enter the actions you would like this user to take when they are assigned this task
      4. Custom Request
         1. Task Type - will default in with the task type name
         2. Task Name - It is not required to enter the Task Name
         3. Assignee - this will auto populate
         4. Task Due Date - enter the number that represents the count of days before the month end close this task will be due
         5. Instructions (optional) - enter the actions you would like this user to take when they are assigned this task
7. Repeat steps 6a through 6c until all the desired tasks are added to your project template
8. If you would like to add this new Project Template to a client now click the Save & Add to Client button or you can click the Save button and add this project template to a client at a later point in time.

To create a project from a Project Template click here.