This feature is available to customers on the Business Plan.
 

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 TimezoneDefault Deduplication ViewMicrosoft 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, Account Admin, or Project Creators 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 Template”
  4. Give the template a [name] and click “Save”

How do I apply project templates across 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”

 NOTE: This is a premium feature available to users on our Logikcull  Business Plans. If interested in enabling this feature, please feel free to contact our sales team who can be reached at sales@logikcull.com. 

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