How To Use Project Templates In Project Management App Orangescrum

As a Project Manager, you may come across long and complex yet identical projects. It takes a long time to create a complex product workflow, marketing campaign, employee onboarding etc. And creating the same content and workflow over and over again is a cumbersome affair and complete wastage of time and resource.

To get away from creating these repeated projects and tasks, we have Project Templates for you.

Project Templates enable you to replicate and reuse the structure and content of existing projects, including milestones and task with start date, end date, estimated hours to speed up new project creation and standardize workflow processes.

The most use cases of Project Template are

  • Business proposal
  • Web Development Project Template
  • App development Project Template
  • Product Development Workflows
  • SEO Template
  • Audit or QA Template
  • Meeting Agenda
  • Event Planning
  • Marketing Campaigns
  • New Employee Onboarding
  • Interview Questions
  • Installation Checklists & so on

How to create custom Project Templates in Orangescrum?

To create a Project Template;

  • Navigate to left menu panel and click on Template and select Project Template.
  • Click on Project Template

Create Project Template

  • Define the Project Template’s title; it must be a clear name like we mentioned above; it may be Web Development Plan Template or Marketing Campaign Project Template etc.
  • To Add Milestone, click on +Add Milestone

Create Milestone in Project Template

  • Once Milestone title is defined, make sure you have enough information regarding the Milestone in the description. Start Date and End Date of the Milestone can be ignored initially to standardize the template first.
  • To create a Task under that Milestone, click on +Add Task
  • Create tasks with proper Description so that anyone receiving this task for the first time will know exactly what to do.
  • Go through the all the tasks you created and define the Estimated Hour for each task.
  • If you have a definite duration of each task, then you can define Start Date and End Date. But we always recommend to leave this to define it later.
  • Assign the task to any of your team member if you already know whom from your team will work on that task.

Create tasks under milestone in Project Template

  • You can create Tasks without any Milestones as well by clicking on +Add Tasks to Default Milestones

Tasks under default Milestone in Project Template

  • Create as many number of Milestones and Tasks as per your workflow

Project Template Orangescrum

Note: At any moment, you can edit, delete or update the Project Template.

How to use a Project Template in Orangescrum?

Once a template is created, it can be used by anyone from your team within your project considering they have the access to Project Template.

You can use the Template in two ways;

  1. Add the Template to an existing project
  2. Use the Template to create a new Project

How to add a Template to a Project?

To add a Template to an existing project in Orangescrum,

  • Navigate to Project Template page
  • Select the Template to Add to a Project
  • Click on Add to Project on the Template Card

Add Template to Project

  • Once clicked on Add to project, it will prompt a Pop-up, you have all the detail information about the Project Template and all the existing project list on the dropdown option to review

Project Template Detail to add to a project

  • Select the Project from the option list, and click on “Add” button.
  • Once you add it to a project, all the Milestones and Tasks will be added to your existing project

How to use the Template to create a new Project?

To use a Template to create a new project;

  • Navigate and click on +New
  • Click on Project from +New or click on Project from the + icon or from the left menu panel by clicking on New (this is only available for Executive Dashboard Add-on Users)
  • On the Create New Project pop-up, navigate to Template to add or select the Template from the existing Template as shown in the image below.

Add Template to a new project

  • Once you create the Project with the Template, all the existing Milestones and Tasks will be added to your projects.

Milestone View After adding a project template to a project

How to create a template from the Project?

To create a template from a project,

  • Navigate to your project page and click on the select project
  • You can select the project from the task list page as well
  • On the Task List page, select the tasks or all tasks and click on the drop down arrow as shown in the screenshot below

Create Template from Project

  • Click on “Create Project Template
  • Once clicked, it prompts to create a new template or add the tasks to an existing template or milestone.

Create Template pop up from Project Task List

  • Click on Select Template and select the Template from the list to add the tasks to an existing Template and click on “Create” to add the tasks to Template.

Template from the list

  • To create a new Template, scroll down and select the option +Add New Template option and define the Project Title, add Milestones and new tasks if any and click on “Save”

Add to Template from Project

Benefits of using Project Template

The benefits of using Project Templates in Organizations are

  • Time Savings from repetitive manual work
  • Create automated project Workflows
  • Streamline standard practice across organization
  • Increase Productivity

Save time & Boost Efficiency with Project Templates

Project Templates help you get started with new projects – swiftly and easily. With an already established project structure, your team members will quickly recognize methods, templates and checklists, regardless of which project they are working on.

You can choose from predefined templates for different project management methods, or you can tailor your own.

Tailor-made Templates that works for your Team

If you have set up an effective way of working in one of your existing projects, you can simply copy that structure into a template to reuse in future projects. And if your company uses a specific project model, you can make a template based on those requirements.

By continuously improving your project methods and updating your templates, your entire project organization can gain from this exercise.

Replicate Project Success

Enable your project teams to adapt through organizational learning. The use of project templates is a great way to improve efficiency – by allowing every project team to benefit from your organization’s accumulated project management knowledge.

Your templates can be distributed to colleagues, customers and partners, minimizing the time and energy spent on establishing a shared working method.

Over to you

It’s time to stop spending time on creation of repetitive projects within your organization. Project Templates not only standardize your process but also increases team productivity. Also it brings more clarity to your team on which steps they should take to be successful.

If you’re on Orangescrum Open Source Edition’s Basic Free version, you can get Project Template feature by purchasing the add-on from the Marketplace. Want to know more about it, schedule a demo here.

Tell us more about how you’re using Templates in your Organization below in comments! Have any other queries, contact us.

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Amit
Amit