Create New Project Template (Growth Plan)

Note: The process for creating a new project template varies depending on the user’s plan. This article focuses on creating a new project template in the Growth Plan. For details on creating a project template in the Enterprise Plan, refer to [Create New Project Template (Enterprise Plan)].

How do I create New Project Template in the Growth Plan?

You can create new project template with three key steps: creating form template, creating workflow template, and publishing template for use.

Step 1: Configuring Your Form Template

• Customize the Fields:
  • Define the specific information you need to capture for each project, like request number, project name, brand, or category.
• Set Field Properties:
  • Use "Use In Header" to make key details readily accessible throughout project creation.
  • Enable "Multi Value" for fields that accept multiple selections, like tags or reviewers.
• Add Helpful Hints:
  • Provide optional hints or tooltips for fields, clarifying expectations and guiding users.

Refer to Step 1: Create Form Template (Growth Plan).

Step 2: Creating Workflow Template

• Define the Task:
  • Imagine your project as a process. Each stage represents a key step in the process, like Brief Upload, Artwork Review, or Print Proof Approval.
• Utilize Task Types:
  • Normal Tasks: Assign upload tasks for users to submit their work for review.
  • Decision Tasks: Implement approval or rejection points for key decision-makers.
• Connect the Stages:
  • Use Start and End activities to mark the beginning and completion of your workflow.
  • Link tasks logically, ensuring smooth progression through the stages.

Refer to Step 2: Create Workflow Template (Growth Plan).

Step 3: Publishing Your Template

• Review and Finalize:
  • Once you've built and configured your workflow and form template, double-check everything before publishing.

Refer to Step 3: Publish Template (Growth Plan).