How to use Project Template in Project Management App Orangescrum

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Presentation Description

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.

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Presentation Transcript

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From the Resource Library of Orangescrum | 1 Task Management Software How to use Project Template 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

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From the Resource Library of Orangescrum | 1 Task Management Software  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  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

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From the Resource Library of Orangescrum | 1 Task Management Software  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 leaving 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.

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From the Resource Library of Orangescrum | 1 Task Management Software  You can create Tasks without any Milestones as well by clicking on +Add Tasks to Default Milestones  Create as many number of Milestones and Tasks as per your workflow Note: At any moment you can edit delete or update the Project Template.

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From the Resource Library of Orangescrum | 1 Task Management Software 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  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

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From the Resource Library of Orangescrum | 1 Task Management Software  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.

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From the Resource Library of Orangescrum | 1 Task Management Software  Once you create the Project with the Template all the existing Milestones and Tasks will be added to your projects.

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From the Resource Library of Orangescrum | 1 Task Management Software 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 dropdown arrow as shown in the screenshot below  Click on “Create Project Template”  Once clicked it prompts to create a new template or add the tasks to an existing template or milestone.  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.

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From the Resource Library of Orangescrum | 1 Task Management Software  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” 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

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From the Resource Library of Orangescrum | 1 Task Management Software 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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