Creating project templates Follow
In this video, we will walk through how to create a project template and copy settings over to newly created projects.
Content covered includes:
- How to create a new project.
- Consideration of Access Levels, Stamps, Tags, Custom Issue Filters, and Reports (although there are more in-depth tutorials for each of these subjects).
- Importing settings from a project template.
The video is based on an older Revizto version. Your user experience may slightly differ from the video due to recent Revizto updates.
The information in this video only applies to multiple projects under one license.
For more help, reach out to your Implementation Manager for the best approach based on your license configuration.