Creating Request Projects from Templates

  1. Start from the Dashboard: Go to the Requests Dashboard and select “Create a New Project”.
  2. Choose a Template: Select a template from your existing list to base your project on, which will include all predefined settings and fields.

Adding Templates to Existing Projects

  1. Open Your Project: Access the project you wish to modify.
  2. Add Template Sections: Incorporate additional pages or sections from your templates to expand or modify the project.

Utilising Templates Efficiently

  1. Reuse and Repurpose: Utilise templates to maintain consistency and efficiency across multiple projects, saving time and ensuring standardisation.