Transform Training: Project Template Process

• Creating a Project: New Project Template Creation
• Creating a Project: Starting a Project from a Template
• Using Template Analytics

Integration-Related Resources:

• YouTube Video: An Interactive Discussion on Advanced Project Templates
• YouTube Video: Optimizing Project Success: Standardizing Project-Based Services for MSPs
• ConnectWise: Importing a Project + Using Existing Templates to Build out a Project Shell
• HaloPSA: Importing a Project + Using Existing Templates to Build out a Project Shell