Project templates are a helpful method to save time when creating projects you regularly use.
Navigate to the Admin section by clicking 'Admin' at the top of the page.
On the left-hand side click on 'Templates', then click 'Project'.
From here you can enter a name for your template and add custom fields to go alongside the default fields required in every template.
Custom fields include:
- Text fields
- Document field to upload relevant files you wish freelancers to access
- Single & Multiple Choice Fields
- Yes/No fields
- Helper Text to provide information to the freelancer
When you select the '+' icon to add a custom field, you can name the field and decide whether you want it to be Private to your team or Visible & Editable by the freelancer/vendor.
If you click Shared you will see a further prompt as to whether that field is a 'Required field' or not. If the field is required the freelancer won't be able to complete the onboarding until they have completed the information.
If you want to delete a custom field, click the 3 vertical dots on the right-hand side of the field and click 'Delete Field'.
Once you have added the required fields, click 'Create Template'.