Add edit project templates
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This document outlines the steps to add, edit, or delete a project template in OfficeTimer. Users must log in with administrator credentials, navigate to admin options, and can create or manage project templates and tasks by following the provided instructions. Project templates facilitate the copying of template information to new projects.
Add edit project templates
- 1. Steps To Add/Edit/Delete The Project Template
- 2. 1. Navigate to the Main page of OfficeTimer with the URL https://www.officetimer.com/ 2. Click on the Login button. 3. Login to the OfficeTimer with the Administrator credentials.
- 3. 1. Upon successful login navigate Click on the Admin Options tab. 2. Click on Time Off Types under Time Off Setup.
- 4. 3. Click on Add Button to create a Project Template.
- 5. 4. Fill in all the Mandatory Fields and Time Sheet Approval type and click on Add.
- 6. 4. Fill in all the Mandatory Fields and Time Sheet Approval type and click on Add.
- 7. 5. Select the Employees to be assigned on the Project Template and click on Update.
- 8. The Template Added will be listed under the Project List. 6. Click on Tasks link to add tasks for the Template.
- 9. 7. Click on Add Button in the Project Task List page to add a new task.
- 10. 8. Fill in all the Mandatory Fields and Click on Add at the right bottom end.
- 11. The Tasks Added will be listed under Project Task List. 9. User can Edit the Task by Clicking on the Edit Icon and 10. User can Delete the Task by Clicking on the Delete Icon.
- 12. Project Templates can be used to copy the information of the template like Client name , Project tasks, Project team, Approval types etc. to the new project that you create. The “Project Templates” will be displayed in “Project Template” dropdown when you are adding a project.
- 13. User can Edit the Project Template by Clicking on the Edit Icon and Delete it by Clicking on the Delete Icon.