A good Project has a clear description of its goal, a timeline for completion, and consists of a group of manageable Tasks that break the process into smaller parts. In some instances, a company will have proven processes that have to occur multiple times within a year. For those, SecureDB has developed Project Templates.
Users can easily create a new Project from a template by selecting a template from the dropdown at the top of the Project creation screen. Once a template is selected, all settings from the template will automatically load in the new Project. Users can edit these settings before creating the Project, or the settings could be edited later.
To create a Project Template, navigate to Projects >> Projects List and click the Create Template button at the top.
From the next window, the process is almost exactly the same as creating a new Project. The only exception is that Project Templates can be set to recur. To set a Project template to recur, simply click the “Recurring” toggle at the top-right of the block and setup the recurrence settings.
- Frequency: How often the Project should recur.
- Starts On: When the first iteration of the Project will begin.
- Ends On: When the automatic recurrence will end.
In the example below, this Project will recur each month for three months (Jan-March)
Benefits of Using Recurring Project Templates
- Consistency: Ensure that critical workflows are followed accurately every time.
- Efficiency: Save time by automating the creation of recurring Projects and Tasks.
- Accountability: Track and manage recurring Tasks more effectively with automated scheduling and assignments.
