How do you create a template that can be deleted from a project under a team and have the template stay in the template area.
This is specifically for training of new people to go through the training course I have set up and when they have completed the training delete the project. Amazingly I might want someone in the future to go through the same training. There is no reason to have completed project for training filling up there project box.
Currently if I delete the project it then deletes the template.
Hi @David_Brown! The best way to work around this issue is to create a “Template Team” in which you can nest all your templates; this way templates won’t clutter your training team, but all your templates will remain available! Hope this helps; have a great day!
If I create a template team, will people outside of that team see the option to that template when creating a new project? Or does a template exist only inside the team associated with it?
Example:
Org A is all employees
Org B is just me and the templates.
When people in A create a new project, is the template from B accessible?
Just to clarify, I would recommend creating a Team (not an Org) to store templates. If you set this “Template Team” as a public Team, everyone in the Organization will have access to it.
Hope this helps! Let me know if you have any follow-up questions!
Sorry, I am a bit lose on my naming conventions and realize I should be more clear. What I used was just an example grouping, I should have just said A and B, not org. Sorry about that.
So what you are saying, is that within an organization, the teams within (including outside invited accounts), will have access to a template, when creating a new project, if I set that as open to the organization.
To the original posters point, having a template team/that only admins are on, will protect it from accidentally being deleted. I only ask as I just had a template deleted by someone, well overwritten. So this topic sounds like one I could benefit with understanding better.
Hi @TYL3R, that’s right, if you nest your templates into a public team and make them all public, everyone will be able to access and use them. If you have concerns that someone might modify/delete your template by mistake, you can make the Template private to project members and only make it available to specific people (like Admins for example).
I have the same problem, but I use lots of templates, and I periodically go in and just start editing the template it self not realizing I hadn’t yet converted it to an actual project. Is there any way to protect a template to at least get a warning before editing it?