When using a template, you can reduce the burden of creating projects for routine scenarios. You can create your own templates from scratch or use an existing projectand change it later. When using an existing project as a template, Fuseboard will go ahead and figure out the timing and set the task assignments for you.

When creating your project templates, you can setup milestones along with your related tasks and task lists. You also have the ability to assign individuals to tasks and set up timing strategies for your tasks and/or milestones. Timing your milestones and tasks is based on the creation date of your project. People assigned to a task are added as members. They receive a notification letting them know they are assigned as a member.

By default, when we plot milestones or tasks we exclude weekends. If your project spans weekends, just uncheck the “exclude weekends” option and we will include weekends. Also, you can decide which milestones and tasks are shared on the client portal.

See the Template Administration Guide for more information on creating and modifying templates.

  1. Browse to Organization Settings
  2. Click the Templates navigation link
  3. If creating a new project template, click on the New Template button on the upper right.  Please see the Template Administration Guide for more details.
  4. To modify an existing or newly created project template, click on the template name listed in the workspace. 

Note:  As we are discussing adding Milestones to Project Templates, you will want to select one of the project templates available.)

Organization Settings > Select Project Template or Create New Project Template

Creating Milestones in a Project Template

Within the project template selected, you are able to create milestones, as well as create task lists and/or begin adding tasks.  

Note:  Project Templates have an extra tab - Milestones -  in addition to Tasks.

Click on the white Create Milestone button to open the Milestone overlay window. Note:  You can only add one milestone at a time to a project template.

Adding a Milestone to a Project Template

  1. Name:  Create a Name for your milestone.
  2. Description:  Add a Description to provide clarification.
  3. When is it due?  Set a Due Date by setting the number of days after the project starts.
  4. Share with client?  Toggle on whether to share with the client. (Default is No.) 
  5. Click on the Create Milestone button at the bottom right to create your milestone.

Editing or Deleting a Milestone in a Project Template

Click on a milestone to access the {{dot}} menu and select the appropriate action.

Editing or Deleting a Milestone

Creating Task Lists and Adding Tasks

Once you have your milestones created, you can begin adding task lists and tasks.  See the Tasks User Guide for more information on adding your task lists and tasks.

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