Using Templates In An Existing Project

[Henry21]

Hi,

Say I started a project “Market Survey” without using any template. Halfway running I would like to use one of the existing public template, say the Work Requests, to the “Market Survey” project.

How do I do that?

Thank you
Henry

[Phil_Seeman]

Hi @Henry21,

This is not currently possible per se. I’ve merged your post with an existing thread for this request. In addition to this thread here, you can see items F7 and F8 in this post for some workarounds. Also note that for Enterprise users, Bundles largely address this need.

[lpb]

@miles_aston

you dont offer a rule to create a project using a template

It’s since become possible to do this:

Thanks,

Larry

[emile2]

would love to know how you set this up!