Templates Introduction
Permissions: Lifecycle Admins, Project Managers, and Project Members can create and manage templates.
Templates are a fundamental concept within ProjectDeck. As project users engage with ProjectDeck, their primary activities involve creating, editing, and accessing forms, and each of these forms is generated from a template.
The image below shows the Template Library, before any templates have been added.
Template Library Main Actions
The primary actions performed within the Template Library encompass:
- Viewing a template
- Creating a new template
- Using a web library template
Viewing a Template
To view an existing template, click on the row checkbox in the template library grid and select View. This action will open the template in the Template Designer, allowing you to view or edit it.
Creating a New Template
To create a new template, click the + New Template button to initiate a new template in the Template Designer for editing.
Using a Web Library Template
For added convenience, ProjectDeck offers a selection of pre-designed templates accessible via the Web Library button. Clicking this button will open a web library of templates that you can import into your subscription for immediate use.
Template Designer
The Template Designer, depicted below, serves as the workspace for reading and editing your templates.
The Template Designer comprises three essential tabs:
- Template Components: Here, you define the main fields that form users will interact with.
- Template Properties: This tab houses meta-data for your forms, which can be completed by either Admin users or Project users.
- Template Workflows: Configure workflows such as reviews and approvals that will be associated with forms using this template.
Other Template Features
Templates are associated with Template Versioning, a feature that aids Admin users and Project users to precisely identify the templates they are using.