Project Templates

Project templates will boost workflow efficiency with pre-configured user, tag, field and preference settings.

John OHara avatar
Written by John OHara
Updated over a week ago

ℹ️ In this article:

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

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

  • Load File Field Mapping Templates

Who has the ability to create and use Project Templates?

Only users with Account Owner or Account Admin permissions have the ability to create, save, and use Project Templates. Learn more about the different user types here.

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”

Did this answer your question?