Onboarding effort — found from sitemap — ActiveCollab

Cited by

Facts read from this source

• Templates purpose Report an error

  “Project Templates in ActiveCollab allow you to save time by reusing a predefined structure for similar types of projects. You can pre-set a template and then reuse a project as many times as you like.”

• Template creation methods Report an error

  “In ActiveCollab, there are two ways to create a Project Template:”

• Template contents Report an error

  “Step 6: Create Tasks and Task Lists Step 7: Set Discussion topics Step 8: Upload Files Step 9: Add Notes”

• Template relative due dates Report an error

  “Template due dates are relative to the project start date. For example, you set the due date for a task to be due 3 days after the project is created.”

• Template auto save Report an error

  “All of your settings and changes are being automatically saved.”

• Template status tags Report an error

  “A Template with the tag "Active" means it has been used atleast once to create a project. A Template with the tag "Draft" has not been used to create a project at the moment.”

• Convert project to template Report an error

  “ActiveCollab will create a template based on the structure of that project, including task lists, tasks, assignees, due dates, and labels (if any).”

• Convert does not affect original Report an error

  “This process does not affect the original project. The template is a copy that you can modify separately.”

• Create project from template Report an error

  “Step 5: Click on Choose a template Step 6: Choose an existing template from the dropdown menu”

• Apply template to existing project Report an error

  “A template can be applied to an existing project in order to add the tasks and task lists from a template to any project at any point in time.”

• Template editable fields Report an error

  “Template name People - add new users by checking the box next to their name or remove users by unchecking the box next to their name. Task Lists and Tasks Assignees Start and Due dates Labels”

• Template delete trash retention Report an error

  “The template will remain in Trash for 30 days. To remove it permanently, go to Trash and empty it.”

• Template rename duplicate Report an error

  “Click on the Rename button. Step 5: Enter the new name for your template Step 6: Click on Rename option to confirm the change.”

Scores citing this record

• The Bootstrapper Onboarding effort
• The Bootstrapper Support & documentation
• The Data Protection Officer Onboarding effort
• The Enterprise Architect Onboarding effort
• The Integrator Onboarding effort
• The Skeptic Onboarding effort
• The UX Purist Onboarding effort