Using Templates

What are templates?
Every job function, person or organization has workflows and processes they may continuously use. Manymoon allows you to set up a template for each workflow that can be applied to future projects. You can make templates private, public or selectively share them.

Templates are created from existing projects, and can then be turned back into new projects. (Templates CANNOT be applied to existing projects.)

What can I include in a template?
You can add the following project information to a template:

• Tasks
• Milestones (included associated tasks)
• Uploaded files
• Links
• Tags
• Members (including their tasks). NOTE: members are not included if you make the template public.

How do I create a template?
Go to an existing Project Home Page and click on "New Template". You can now give the template a name (by default, it will use the project name), select which project information to store in the template and who can view this template:

Note: If you leave the "Members" box unchecked, when the template is turned back into a project, all tasks will be assigned to the project creator. If you check the "Members" box, the template will assign tasks to their original owners.

How do I create a project based on a template?
You can easily create as many projects as you like based on any templates available to you:

• Login to Manymoon
• Go to the Home Screen
• Click on the 'Create -> New Project' 
• Click on the "Select From Gallery" link. A list of all templates will be shown. You can filter for Public vs. Private templates.
• If desired, select the Template category (Sales, Marketing, etc.) on the left hand side of the screen to narrow down the choices
• Select which template to use by clicking on the template name
• You can look through the various tabs to see what's in the template
• Click "Use Template"
• Finish creating the project and click "Save"

Who can I share a template with?

 You can set permissions for the templates you create:

• Public - the template can be viewed and used by everyone using Manymoon.

The following permissions are only available with a subscription to Manymoon Silver, Gold or Platinum:

• All connections - the template can be viewed and used by all of your Manymoon connections.
• My colleagues - the template can only be viewed and used by people in your company or organization.
• My team - the template can be viewed and used by people in your Manymoon Team.
• Private - the template can only be viewed and used by you.
• Custom - you can select which specific people can view and use your template.

How can I view templates?
They're available in the Template Gallery, which can be accessed by doing the following:

• • Login to Manymoon
  • Go to the Home Screen
  • Click on the 'Create -> New Project' 
  • Click on the "Select From Gallery" link.

How do I delete a template?
You can delete them from the Template Gallery by clicking the 'x' next to the template name that appears when you hover your mouse over the item. You must be the template owner to delete it.

How do I edit a template?
You currently cannot edit templates from the Template Gallery.

You can, however, create a new project based on a template, modify that project and create a new template.

Using Templates to Duplicate Tasks

There's no way to duplicate tasks in Manymoon, but you can use templates to accomplish a similar result. Let's say you have 15 existing  projects, and now you realize you need to add a standard set of tasks to each project. Let's call these tasks A, B, C, D, E, F. 

Here's how you can use templates to more easily create these tasks.

1. Create a project called "Task donor" or something similar.

2. Add tasks A, B, C, D, E, F.

3. Turn the project into a template.

4. Turn the template "Task donor" into a project called "Scratch"

5. Reassign the tasks in Scratch to the first of the 15 existing projects by opening them up and changing their project assignment.

6. Delete the now-empty project Scratch.

7. Repeat steps 4-6 for each of the existing projects.