Project templates

In order to not always make the settings for each project manually, we have developed a function with which you can copy the settings of a project. So you can create a project as a template and copy it whenever you want. The following settings can be copied:

• categories
• pin Rating(s)
• project members
• contacts
• datasets
• report templates

Copy project

To copy a project, go to Project Management and choose Copy Project from the context menu.

After that you have to give the new project a title and choose a project folder if you want to.

You can now select the property you want to copy.

As soon as you have finished the selection, click on "Copy project" and a new project with the selected properties will be created.

Project members and contacts

When working with project templates, you decide which contacts or team members you want to copy. This way all contacts and team members are already invited into the templates. Or you can select the people you want to copy before you create a new project.

Note: You can create a project and import all your Outlook contacts via CSV. Then you can always copy this project and select the contacts you need for new projects.