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XTRF Home Portal Modules

Templates tab

In this tab, you can create and manage project templates for Classic projects. Using templates enables you to copy the repeating details for similar projects automatically.

Templates1.png

On the Browse Project Template page, you can:

  • search for a particular template using the filters on the left.

  • add a new template. For details, see the Add a project template guide.

  • ceate a project from a template. For details, see the Create a Classic project from a template guide.

  • edit the template by clicking the Edit.png icon.

  • edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.