Templates

A template is a reusable list of names in order, nothing more: task titles and descriptions, drawing sheet titles, or timeline phase names. Applying one adds that list to a project in one go, so a standard job starts from your standard list instead of being typed in again. Templates live on their own Templates page, with a tab each for Tasks, Drawings and Timelines.

Applying a template

The quickest place is the Templates step when creating a project, which takes one template of each kind. On a live project, use Apply template on the ⋮ menu of the page you want to fill — the project’s Tasks, Drawings or Timeline. Anyone who can see that part of the project can apply a template to it; you don’t need access to the Templates page itself.

What the apply screen asks for depends on the kind:

• Tasks — lets you set a due date and assignee against each task before it is added. Templates don’t carry dates or people of their own, so this is where they get them.
• Drawings — a code against each sheet, which you can leave blank. Each arrives as a drawing with no revision yet; add the first revision when you have the sheet.
• Timelines — nothing to set. The phases go on the end of the chart in order, each taking the next free colour, ready for you to light up their weeks.

Applying a template only ever adds; nothing already on the project is touched. That also means applying the same template twice creates the list twice, so check what’s already there first.

Creating and editing templates

The Templates page is open to anyone whose role includes Templates (see roles and permissions), and administrators are the ones who can change what’s on it.

Add template starts a new one on whichever tab you’re on; give it a name and it exists from that moment. Then Add task, Add drawing or Add phase builds the list one row at a time: each row takes a name, and a task row a description as well. The arrows on a row move it up or down, and drawings and phases arrive on a project in the order you leave them in. Everything saves as you go.

Deleting a row removes just that row; deleting the template removes every row in it with it.