We are happy to announce project templates in Slope to help your team create standard project plans and common workflows.
We've found that almost every team has recurring projects with similar tasks and deliverables. Whether it's a series of training videos, or a new product release, many teams have specific projects with the same processes and tasks that work well. Currently these teams have to set up the same things every time a new project starts, which wastes time and makes it easy to make mistakes.
That's why we are excited to launch project templates in Slope. You’ll now be able to create custom templates for projects you repeat on a regular basis.
Here’s how it works
Saving a project as a template is as easy as visiting a project and choosing the “Save as Template” button near the top of the view. Once a project is saved as a template, it can be used by anyone in your organization that is an Admin or Member.
You’re also able to save a new project as a template by selecting the check box at the end of the project builder.
Templates include all tasks, their task types, and their descriptions. We do not save project name, user assignments, or due dates (these change too frequently).
To use a template simply open up the project builder and select your desired template from the list of currently available templates. Doing so will fill in that templates tasks. You’re then able to edit or add new tasks as needed.
You can manage templates in the Templates tab of the settings menu.
How to try project templates
Project templates are available to all accounts in Slope, and you can start creating and using custom templates today!