Project templates
Aim.link provides templates for different industries and support customized templates. Choosing a template provided by the system or customized personal templates according to actual needs will greatly improves work efficiency.
Enterprise templates
● Standard version can create 5 enterprise templates, Professional version can create 20 enterprise templates, and Business version has no limititation;
● Set the management permissions of project templates:
Settings-Team Management-Function Permissions
- By default, team administrators can edit and manage all project templates;
● Click "Create Template" to create a project template according to business needs;
Create an enterprise template
● There are two ways to create a template: directly create one or create through an existing project;
Method 1: Create directly
● Select "Create directly" to enter the template information, fill in the template name, template type (project type), set the template visibility permission, fill in the template introduction, and change the template cover;
● The created enterprise template can be set with visible permissions - can be viewed by all the team members / limited members;
can be viewed by all the team members: All personnel in the team who are authorized to use Aim.link can see and use the template
Can be viewed by limited members: Only personnel who have been selected can see and use the template.
Modify template information
● Click Edit to modified the customized template;
● Click the icon in the upper left corner to enter the template information modification panel, modify the information and save it.
Edit template content
● Set the project setting information of the template project, including project roles and permissions, task roles and permissions, task types and integral coefficients, etc.
● Project components, views, groups, etc. can be configured in the template
● Fill in the task content in the template project. Click to fill in the task details
● After completing content editing, click Publish;
Method 2: Create from an existing project
● Select the "Create from an existing project"
● Select the project to be reused to create a template;
● Set the personnel information of the template project, which is the same as the operation of copying the project;
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After the settings are completed, click "Create" to create a new template.
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After adjusting the relevant settings of the template project, click Publish
Use enterprise templates
● When creating a project, select an existing enterprise template and click [Use] to create a project;
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The process of creating a subsequent project is the same as that of a standard project.
System templates
Beside selecting the customized project template, the industry templates provided by the system also can be selected. Create a project based on industry and business attributes by referring to the templates of different industries provided by the system.
● Every member who can create a project can use the industry template;
● Directly click the system template to create a project
● Fill in the basic information of the project to create a new project;
● After creating the project, refer to the task content provided by the template and adjust it to the task content that suits business.