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Streamline Project Requirements with Templates
Streamline Project Requirements with Templates

Create consistent Requirements to us across multiple projects

Edward Gonzalez avatar
Written by Edward Gonzalez
Updated over a week ago

Templates are a valuable feature that enable you to create a list of requirements to be used across multiple projects. Templates make setting up projects easy, ensuring consistency across your projects.

In this article:


Creating Project Templates

Note: Creating a project template requires account admin permissions. Anyone can use a project template, but only an admin can create or modify them.

To create a template, go to Account Settings, select the Templates tab, and click New Project Template:

Give your new template a name and click Create:

Add Requirements to your template by clicking New Requirement:

Next, select the Requirement type and click Next Step:

Select the Category in the drop-down, enter the Requirement's description (optional), and click Create:

Repeat the steps above to create a comprehensive list of Requirements for your template:


Import Requirements with a Template

In the project Requirements view, select the Requirements tab, click More, and select Import from Template:

Select the checkbox next to the template you wish to use and then click Next Step:

Assign Requirements by selecting individual cells or assign a Requirement to all companies by clicking the Requirement title. Once complete, click Import:

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