Project Templates | Online Help | Zoho BugTracker

Project Templates

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 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 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

                Zoho SalesIQ Resources



                    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

                                                        • 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 ...
                                                        • 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. Benefits: Sort projects into categories ...
                                                        • Project Settings

                                                          We shall learn how to edit project prefix, enable tags, and modify project completion calculation. Project Prefix Click in the top navigation panel. Navigate to Portal Configuration > Project Settings > Project Settings tab. In the Prefix & ID ...
                                                        • Project Reports

                                                          Zoho Bugtracker Project reports display project counts by various parameters. Custom project reports lets users create reports be comparing two criteria. Reports can be generated based on custom and default fields in projects. Basic Reports: View ...
                                                        • Project Settings

                                                          Manage Project settings such as project ID, tags, and project percentage completion. Prefix & ID The project prefix cannot be more than 10 characters and can contain alphabets & hyphen only. Click in the top navigation panel. Navigate to Portal ...

                                                        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