What are project templates?

Project templates allow you to quickly create a new project in your Logikcull account using the settings from one that already exists. With this feature, you can save valuable time by starting a new project with pre-configured users, tags, fields, and preferences - all with a single click!

What's captured in a project template? 

 Project templates include:

  • Project preferences Timezone Default, Deduplication View, Microsoft Document Default Renderings (MS Word, MS Powerpoint, MS Excel), Billing/Client Code

  • Users

  • Tags

  • Custom Fields

  • Persistent Highlights

  • Saved Searches (searches that include project-specific IDs or filter carousel values are not currently supported)

Who has the ability to create and use Project Templates?

Users with Account Owner or Account Admin permissions have the ability to create and save new Project Templates.

How do I create new project templates?

  1. Navigate to “My Projects”

  2. Select the “...” icon next to a given project

  3. From the dropdown, choose “Save as Template”

  4. Give the template a name and click “Save”

How do I set a project template for all new projects?

  1. Navigate to “My Projects”

  2. Click on “Create a New Project”

  3. Select the account the original project template was saved in (NOTE: If you have the ability to create projects in more than one Logikcull account please be sure you have the correct one selected or you may not see your templates.)

  4. Click on “more options and processing defaults”

  5. Select the appropriate template from the “Project Template” dropdown menu

  6. Give your project a name.

  7. Click “Save”

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