Project Templates | Online Help | Zoho BugTracker

Project Templates - 7.0

Project templates can help you manage your work more efficiently. You don't have to repeatedly enter the same tasks, and can thus save time and be more productive. Project Templates can be accessed from the project list view.
Project Templates feature is no longer accessible from the setup section of Zoho BugTracker. It can be accessed only from the projects list view.

Create a Template

Create project templates and use them in your upcoming projects.

  1. Navigate to Projects and select the drop-down where you can find the list of categories.
  2. Click Project Templates and you can see the list of all the project templates.

  3. Click New Project Template.
  4. Select the Project Layout that you want to apply to the template. If you haven't created any project layouts, Standard Layout will be listed in the drop-down. Learn more about creating a Project Layout. 
  5. Enter the Project Template Name and select the project that you want to make as a template in Choose from Projects drop-down.
  6. Type your Project Overview.
  7. Click Add Project Template to create your new project template.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • Project Dashboard

                                                                                                            Dashboard in a project shows important progress indicators, graphs, statistics, and other key performance indicators to quickly understand where the project stands. Benefits: View summary of work items in the project Check progress of your project ...
                                                                                                          • Email Templates for Bug Notifications

                                                                                                            Communication plays a significant role in project management. Emails have become handy in the business world to communicate effectively. Zoho BugTracker very well understands this fact and it provides Email Templates to customize the automated emails ...
                                                                                                          • How to create a project?

                                                                                                            Projects can be created newly or created from existing project templates. You can also create groups to classify the projects and manage the privileges of the other project users by making the projects private or public. Click to learn more about ...
                                                                                                          • Project Reports

                                                                                                            Project Reports display project count against various parameters. Users can create custom project reports by comparing two criteria. Custom and default fields in projects can be used to generate reports. Availability: Latest user-based Enterprise ...
                                                                                                          • Project Groups

                                                                                                            You can group projects based on criteria, requirements, clients, users and various other project needs. By grouping projects, you can segregate multiple projects and efficiently manage your project groups. For instance, if you’re working in a company ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources