Help Center

How to apply a project template

Templates save a lot of time when working with typical tasks and projects.

 To apply a template:

  1. Click  at the top right corner of the screen to create a new task.
    TIP: Do not enter any task details at this step as they will be automatically replaced with details from the chosen template.
  2. Click  button. 
  3. Find the desired template and click on its name.
  4. To confirm applying the template, click OK for "Are you sure you want to use the selected template? All unsaved changes in the current task will be lost." message in the pop-up window. Please note that all previously entered task details will be replaced with details from the chosen template.
  5. Check over the applied details, adjust them if necessary (assign responsible persons, specify deadlines), enter any additional information and click    to launch the task / project.   Please note that all project subtasks will be launched automatically according to the template project workflow.

 

To view all templates available in the system, click on FROM TEMPLATE button in any task.

Special offer:
20% off 12-month packages

This year, to support teams and companies striving to improve their teamwork efficiency and achieve higher business results, Actionspace offers a 20% discount on all 12-month packages.

To get the discount, use promo code PRODUCTIVITY at checkout.

ORDER NOW

REQUEST A 1-ON-1 GUIDED TOUR


* Please specify if you need a data integration
with third party applications.
SharePoint
Office365

Our specialist will email you within an hour to confirm your requirements and schedule a time / date.

Please contact me about
purchasing Actionspace

Please let us know where to send your link

LEAVE FEEDBACK ABOUT ACTIONSPACE

REQUEST A QUOTE

Our expert will contact you within one business day to discuss your requirements. If you have extra questions, please feel free to email us at sales@actionspace.com.