What are project templates in zoho sprints?

What are project templates?

You will be able to carry out the following actions based on your profile permissions. Click the Permission Helper at the bottom of the page to know your profile permissions.

Project templates

Organizations sometimes perform a predefined set of operations and workflows that will remain unchanged. It's difficult to create a similar project with the same set of work items 'n' number of times. This is where project templates come into play - They are a predefined set of configured projects. 

Availability: Starter, Elite and Premier plans
Access privileges: Only Admin can create and manage templates.

Business scenario  

Industry: Software
Template name: Product launch 
 
Launching a product is no cakewalk—it requires a lot of planning. The process is predefined for any product launch in the software industry. You can create a standard template to use while you are developing a new product.
 
Let's see how Helen creates a 'Product launch' template and clones it to a new project.



Step  1:  Create a template without cloning any project to it. 
Step  2: Set up your project configuration and add custom work item types, statuses, and priorities
Step  3: Start adding relevant sprints and work items that are required to build a new product. 

For example, Helen creates all the possible sprints that she can run while developing a product. She lists them all in the template that she created. Here's a gist of all the basic sprints that are required for a product launch. 


Step  4 :  Set the Start After and Duration fields to the work items and sprints in the template. 
Step  5 : Create a new project and clone this template to the project. All the work items and sprints are successfully cloned to the new project. 

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