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, and edit Project Templates. These user types can also make Project Templates visible to Project Creators, for use when creating a new project. All Project Templates are hidden by default. Learn more about the different user types here.
How do I create new project templates?
Navigate to “My Projects”
Select the “...” icon next to a given project
From the dropdown, choose “Save as Template”
Give the template a name and click “Save”
How do I use a project template for all new projects?
Navigate to My Projects
Click + Create a New Project
On the New Project modal, select the Account where the original project template was saved from.
💡 NOTE: If you have the ability to create projects in more than one Logikcull account please be sure you have the correct Account selected or the project template will not be available in the drop-down.
Click to expand 🔽 More options and processing defaults
Select the appropriate template from the Use Project Template dropdown menu
Enter the other details on the Project modal form.
Click Create Project to Complete.
