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How To Save And Load A Template For A Project

The purpose of this article is to help guide you to create and save a project in Activ8 as a template for future reference.

Applicable Products: Activ8

Saving Templates

Navigate to the ‘Workflow’ tab in the left-hand panel. From the drop-down menu, select ‘Project Management’.

Select the project that you would like to use, whether in your ‘Active’, ‘Planning’ or ‘Template’ sections.

Navigate to the right-hand side of the screen and select the blue ‘Save as Template’ button. After selecting it, you will be prompted to name this template.

Give your template an appropriate name and then select the green plus to save this task as a template for future tasks. Alternatively, select the red cross to discard your changes. 

Loading Templates

Navigate to the ‘Workflow’ tab in the left-hand panel. From the drop-down menu, select ‘Project Management’.

Select ‘New Project’. However, instead of following the steps to create a new project, select ‘Load Template’.

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Give your project a name, select the project start date and end date. Next, select the applicable saved project template from the drop-down menu in the ‘Template’ field.

Then click ‘Load’ to begin working on your project.

Updated on November 14, 2019

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