Project templates help your team quickly create projects that meet your business needs, ensuring consistency and efficiency in project management.
Overview
In Projex, you can use built-in templates to create projects. For more information, see Description of built-in templates. You can also create custom templates to meet specific use cases.
Create a template
Project administrators can create new templates from scratch or Copy an existing project template.
Template settings
Project template configuration includes basic information and template content, such as fields, roles and permissions, navigation services, project status, automation rules, and work item type configurations. Projects created from a custom template automatically inherit its initial configuration; existing projects are not affected. On the global settings > Project Templates page, you can view lists of Enabled and Disabled project templates. You can use the New template button to create a template, and perform View, Settings, and Delete actions on existing templates. Click the Settings icon for a template to open its configuration page, where you can manage the following:
Project fields: Manage the basic information fields for a project. You can add, delete, or modify them.
The list of project fields includes columns for Field name, Type, Added by, Description, Required, and Actions. To add a new field, click the Add field button in the upper-right corner. Examples include Project start time (date type), Project end time (date type), and Problem root cause (single-select list type).
Roles and permissions: Manage the project's roles and permissions. You can add, delete, and edit roles.
Navigation services: Manage which services are enabled for the project.
You can use toggles to enable or disable services such as original request and requirement. Drag and drop services to reorder them. Click the Service management button to manage the list of available services.
Project status: Manage the project lifecycle.
The project status configuration page displays a status transition matrix, which by default includes three statuses: To-do (default), In progress, and Done. In the matrix, use the checkmark and forbidden icons to define the allowed transitions between statuses. A status cannot transition to itself. To add a custom status, click the Add status button in the upper-right corner.
Automation rules: Manage the automation rules within the project.
Review: During a requirement review, project managers can customize the review type, work item type, review content, and review checkpoints.
Work item settings
Original request: Manage the types of original requests for the project, such as customer requests or user feedback.
Requirement: Manage the types of requirements for the project, such as product requirements or technical requirements.
Task: Manage the types of tasks for the project, such as development tasks or testing tasks.
Defect: Manage the types of defects for the project, such as defects found during offline testing or issues reported from production.
Sync settings: Organization administrators can define development process templates based on their business models. Projects created from a template automatically sync with its configuration, including workflows, fields, and automation rules. By using sync settings, you can enforce organization-wide process standards, achieve centralized management of development processes, and improve overall efficiency.
We recommend enabling sync settings for work item fields and workflows after you create a template but before you create any projects from it. Once a project is created from the template, these sync settings can no longer be enabled.
The sync settings page is divided into two sections: General settings sync and Work item settings sync. The General settings sync section includes Project fields, Project status, Automation rules, and roles and permissions, each of which can be toggled on or off. The Work item settings sync section allows you to control the synchronization of adding or removing work item types, such as original request and requirement. When you first visit this page, a dialog box titled Template settings can be synced to associated projects appears. It shows how template configurations—including project fields, automation rules, the addition or removal of work item types, work item fields, and project or work item workflows—are synced to projects using default or configurable methods. Click Configure to proceed.