![]() ![]() This will save time when tasks or the future project will need to go through the same approvals.įor information about creating approvals, see Create an approval process for work items.įor information about associating an approval process to a work item, see Associate a new or existing approval process with work. Use global approval processes and add them to your template and template tasks if possible. For information about sharing templates, see Share project templates. Indicate who the template should be shared with for future use and who the projects that will be created from the template should be shared with. Adding predecessors to template tasks is similar to adding predecessors to tasks on a project.įor information about adding predecessors to tasks, see Overview of task predecessors. Overview of Task Duration and Duration Typeįor information about Planned Hours, see Planned Hours overview.Īdd the predecessor relationships between the tasks at the very end, when you have a clear understanding of the future project plan in its entirety.Tasks without this information cannot be properly budgeted for resources when using resource management tools in Workfront.įor information about Duration, see the following articles: Every task in the project should be associates with a duration for how long the task can stay open and with a Planned Hour value for how much time will actually take for the task to complete. This will give you an idea what users might be able to be assigned to the tasks when you create the project using the template.Īlways give your template tasks a Duration and Planned Hours value. In addition to defining the future project settings, you can add the following information for the future project on a template:Ĭonsider the following when creating templates:ĭon’t assign users to template tasks. Although you can leave the tasks unassigned, we recommend that you assign job roles to tasks. For example, you can report on projects that share the same template, to compare their progress and find improvements in how they could be completed. It is helpful when reporting on projects. You have consistent information across projects that are similar in scope. It saves you time and effort when creating new projects that are repetitive. The following are some of the benefits of using templates for creating your projects: Benefits for using templates in Adobe Workfront All the information on the template transfers to the projects that are created using it. You can define tasks, queue topics, custom forms, attach documents in your template.Īfter creating templates, you can attach them to existing projects, or you can use them to build new projects. You can use project templates to capture most of the repeatable processes, information, and settings associated with the projects in your organization. ![]()
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