{"id":118,"date":"2024-06-27T10:41:08","date_gmt":"2024-06-27T10:41:08","guid":{"rendered":"https:\/\/www.daxrm.com\/help-center\/?p=118"},"modified":"2025-01-07T05:34:55","modified_gmt":"2025-01-07T05:34:55","slug":"how-to-create-project-templates","status":"publish","type":"post","link":"https:\/\/www.daxrm.com\/help-center\/how-to-create-project-templates\/","title":{"rendered":"How to Create Project Templates"},"content":{"rendered":"\r\n<p>1. <span style=\"font-weight: 400;\">To create a Project Template, go to Settings in the sidebar and click on Template &gt; Project Template. <\/span><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-480 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-07-1024x479.webp\" alt=\"\" width=\"1024\" height=\"479\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-07-1024x479.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-07-300x140.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-07-768x359.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-07-1536x719.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-07-2048x959.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>2. <span style=\"font-weight: 400;\">Select from the existing project templates or click New Project Template to create a custom template. <\/span><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-481 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-08-1024x470.webp\" alt=\"\" width=\"1024\" height=\"470\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-08-1024x470.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-08-300x138.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-08-768x352.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-08-1536x705.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-08-2048x940.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>3. <span style=\"font-weight: 400;\">Name your custom template and assign a default project manager. <\/span><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-482 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-09-1024x484.webp\" alt=\"\" width=\"1024\" height=\"484\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-09-1024x484.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-09-300x142.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-09-768x363.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-09-1536x727.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-09-2048x969.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>4. <span style=\"font-weight: 400;\">Click on the new template in the template list and start adding the relevant sections &amp; related tasks. <\/span><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-483 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-10-1024x483.webp\" alt=\"\" width=\"1024\" height=\"483\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-10-1024x483.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-10-300x141.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-10-768x362.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-10-1536x724.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-10-2048x965.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\u00a0 \u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-484 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-11-1024x506.webp\" alt=\"\" width=\"1024\" height=\"506\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-11-1024x506.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-11-300x148.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-11-768x380.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-11-1536x759.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-11-2048x1012.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-485 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-12-1024x506.webp\" alt=\"\" width=\"1024\" height=\"506\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-12-1024x506.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-12-300x148.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-12-768x380.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-12-1536x759.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-12-2048x1012.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>5. <span style=\"font-weight: 400;\">To use a custom template for a project, go to your Account Dashboard and click on Project.\u00a0 <\/span><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-486 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-13-1024x506.webp\" alt=\"\" width=\"1024\" height=\"506\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-13-1024x506.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-13-300x148.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-13-768x380.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-13-1536x759.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-13-2048x1012.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>6. <span style=\"font-weight: 400;\">Click New Project and select your custom template from the drop-down list.<\/span><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-487 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-14-1024x478.webp\" alt=\"\" width=\"1024\" height=\"478\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-14-1024x478.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-14-300x140.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-14-768x359.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-14-1536x718.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-14-2048x957.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n","protected":false},"excerpt":{"rendered":"<p>1. To create a Project Template, go to Settings in the sidebar and click on Template &gt; Project Template. 2. Select from the existing project templates or click New Project Template to create a custom template. 3. Name your custom template and assign a default project manager. 4. Click on the new template in the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[5],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts\/118"}],"collection":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/comments?post=118"}],"version-history":[{"count":5,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts\/118\/revisions"}],"predecessor-version":[{"id":712,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts\/118\/revisions\/712"}],"wp:attachment":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/media?parent=118"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/categories?post=118"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/tags?post=118"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}