In MangoApps, you can create Project Templates to reuse and standardise common project types in your domain. By the end of this article we will have answered:

What is the MangoApps Project Templates Concept?

The overall concept of Project Templates is to recognize the similarity between subsequent projects and reuse as many common components as possible when creating new projects. Set up Project Templates once then save time, be more organized, and be more consistent on subsequent projects.

Templates are chosen when new projects are created in MangoApps. Users specify the name of a new project as they would normally, but users can then choose from the list of Project Templates previously created within their MangoApps domain. Users continue to fill in the project details as they would while creating any other project in MangoApps.

How do I create a Project Template in MangoApps?

To create a project template in MangoApps:

  1. Choose the “Project” from the left navigation bar and click the arrow pointing down next to “Create Project” to choose “Create Project Template”
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  2. Click the “Create a Template” button to begin filling in the general information for the template and select Create. This can include:
    • Template name (Required)
    • Short Description
    • Photo
    • Categories/Departments
    • New Project Permissions
    • Time Zone
    • Tags

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  3. Then, you can customize the template by Enabling or Disabling modules. You may choose any of the available modules to be included in your template by default. 26-05-2016-03-24-19
  4. To enable or disable modules after the Template is created, click “Admin Tools” and select “Edit Template & Module Details” 
  5. Moving back to the wall, You can set up your template content by Sharing. This content you share in the template will be added to the new projects created with this template. This could include:
    • Status messages
    • Asking Questions
    • Creating polls
    • Creating Tasks
    • Creating Milestones (with tasks)
    • Uploading Documents
    • Sharing Links
    • Building Wikis or Posts
    • Adding Events

     

  6. Changes are saved automatically, when you create your next project, just select the template you created and enjoy!

What content can I add to a MangoApps Project Template so that it will appear in projects that I create from the template?

Any of the following MangoApps constructs can be created in advance and added to a project template. Each item created in the template will appear in any project that is created from the project template.

  • Tasks
  • Milestones
  • Project Documents
  • Project Wall Posts
  • Project Polls
  • Project Wikis
  • Project Posts
  • Links
  • Project Modules added from “Manage Modules”
  • Project Banner
  • Landing Page
  • Invite Settings
  • Zendesk Settings

How do I add content like tasks and milestones to a Project Template I created?

Once your Project Template is created, you can start adding content that will propagate to any new project you create from your template. In the web client, choose the “Project” -> “Project Templates” dropdown menu item then click on your project template in the list.

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From the secondary navigation, select the module where the content needs to be added and add the same.

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