Overview
Prepare project templates with a pre-defined structure such as layers, forms, users, etc. and duplicate them to create new projects. This can save a lot of time by reducing repetitive setup tasks.
Mark a project as a template to show it only on the Projects page and hide it everywhere else.
Read more in Duplicate a Project in the Webapp.
Access & Permissions
To mark a project as a template, you need an in-house user with the user permission 'Projects'. Read more in Permissions.
Mark a Project as a Template
Projects that are marked as a template are:
- accessible only from the Projects page and are hidden from all other pages such as Tickets, Statistics, etc.
- not available in the mobile application.
- not sending notifications to users when they are added.
To mark a project as a template:
- Click Projects
- Open the project
- Open the More menu
- Select the Mark as template checkbox
To find and view a project template:
- Click Projects
- Look for projects with the value Yes in the Template column.
Also see Sort & Customise Tables in the Webapp > Show/Hide a Column.
- Click the project
- Note the Project template label
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