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Introduction
When you create a project, you can save it as a template. Project templates store information about the workflow and project details. To create a project, you need to have a customer. For details, we recommend that you read the following article: How to create a customer.
Similarly to XTM Cloud projects, you cannot copy or duplicate project templates on the spot.
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Guidelines
Go to Projects → Project list → Add project.
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Select a Customer, and then enter a Project name. Note red asterisks on the left-hand side which indicate obligatory fields.
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Your newly-created project template will be added to the Templates list.
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Click on the project template in question to enter the template’s details, for further changes, if necessary. In it, you will see three sections:
General info
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Project details
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Workflow
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You can now use this project template next time you create a project.
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IMPORTANT! It is not possible to assign any individual projects or project groups to an existing XTM Cloud project template. |