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How to create project template

Step 1: After you’ve logged into your Business manager account, it leads you to the dashboard and there you get to see the left nav-bar and a table. On the left-nav bar click on “WORK” dropdown, It takes you to “PROJECT” Click on “PROJECT”

Step 2: Click on  “Project Template”

Step 3: Click on  “Add Project Template”

Step 4: It takes you to a new module, Enter  “Project Name”

Step 5: Choose  “Category”

N/B: Click on the box, if you wish to allow manual time logs.

Step 6: Enter Project Summary and Enter Note.

Step 7: Click the “SAVE” button

Project template is successfully saved

 

 

 

Updated on June 20, 2023

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