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Streamline Project Requirements with Templates
Streamline Project Requirements with Templates

Create consistent requirements quickly across all projects

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

You can use project templates to create a list of requirements to be used across any of your projects.

Templates make setting up projects easy and also ensure consistency across your projects.

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 your first template, go to 'Account Settings' and click 'New Project Template':

Give your new template a name and click 'Create':

Now you can create requirements for this project template by clicking 'New Requirement' and following the new requirement steps.

For example, to make a 1-Year Workmanship Warranty requirement you would select the 'Warranty' type:

Then, in the 'Details' step, select the 'Workmanship Warranty' category and enter in '1-Year Warranty' in the description:

Click 'Create' and you'll see this requirement has been created for our project template:

Create as many requirements as you'd like for this template:

Note: you can create different templates for different types of jobs:

Using project templates

Note: In order to use a project template, the project must have the directory set up first.

When in the project requirements tool, click 'Import from Template':

Then, select the template to use:

Now, assign the requirement to companies by clicking on the cell that corresponds to the correct requirement column and company row:

To assign to every company, you can click on the requirement header:

When complete, click 'Import' and your requirements will be created and assigned to the selected companies:

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