Creating a Project: Starting a Project from a Template

Once a template has been created from an existing project, that template can be used to build a new project.

1. From the Project Portfolio screen, locate the desired template (templates are displayed in purple) and click the  icon next to it.
   
    

2. The Copy Project screen appears. Select the SmartTask Ownership.
   

   a.

   Clicking Use Existing Owners maintains the same SmartTask ownership that exists in the current Template.

   b.

   Clicking Assign To Me assigns all SmartTasks in the template to the template’s creator. If this option is selected, all existing SmartTasks will be duplicated, but ownership of each will be assigned to the project owner; this feature allows the owner to reassign SmartTasks as they see fit in in this project.   Note: Best practice and default setting is to select “Use Existing Owners.” When “Assign To Me” is selected all SmartTasks will be assigned to Owner as Personal Tasks.  All tasks will need to be reassigned to a team member before the project can be used by a team.

3. Click the Continue Copying button. The second Copy Project screen appears. Update the project name and adjust any other details as needed.
   
    
4. Click the Copy project button.  The project now appears in the Project Portfolio. Note: If you cannot view your new template, check filter settings to ensure that viewing templates is enabled.