activeCollab Recipe: Using project templates to enforce project structure

December 5, 2009 · 2 comments

in Cookbook,acJournal

Projects are similar

Most project plans are similar. You may have elaboration phase, a  planning / prototyping phase, actual execution of the project and then project completion / handover phase. You would also want that your projects follow a  defined process of execution. You would want to follow the same design brief, same categories and structure of the project plan. You may also have 3-4 variations on the process based on the project type.

How do you enforce structure across all projects?

Creating same kind of structure for every new project is a waste of time. So how do you cut it short? Well, use templates!

activeCollab allows you to create new projects from a template project. You choose a project group as “template group” and all projects under it can then be used as a template while creating a new project. Creating a new  project like this copies milestones, tickets and checklists. activeCollab will even reschedule your milestones based on start date of the new project.

We created a video tutorial to explain every step in using project templates. I believe you may even find nuggets of other useful strategies as you view this tutorial! We crafted it with a lot of love. Go ahead, view the video tutorial on top right and give us comments.

This video demonstrates using the acHack: Copy Pages and Discussions with Project. If you like the hack, you can buy it for $17. The tutorial and concepts explained are useful whether you have the hack or not.

Share your mojo

How do you use project templates? Do you have particular project templates you use? Why not share them with everyone by posting a comment here?

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How to set up template projects in activeCollab | No man's land
May 20, 2010 at 2:53 am

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1 Joe Hana March 12, 2010 at 9:25 pm

Well explained Tutorial…havent noticed that aC also copies all tickets from the template project.

Now I know it better :-)

thanks again

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