Skip to main content
Language Selector

  1. Other Languages

    (machine translation)

Planview Customer Success Center

About Templates in Projectplace

  1. Last updated
  2. Save as PDF

Save time using templates that populate new workspaces with predefined content. Templates can be used to enforce a structure, for example, if the organization uses a specific project model to maintain consistency between workspaces. It saves time for the person setting up a workspace, and team members will be familiar in any new workspace they are invited to, making working with new workspaces more efficient.

Projectplace also offers several ready-to-use templates. See Start, archive, hide, and close workspaces  or Create a Workspace for instructions on creating a workspace from a template. Available default templates include:

  • Planview SOW Consulting Template

  • Planview Employee Reference Workspace Template

  • Planview Recruitment Portal Template

  • Planview GDPR Compliance Checklist Template

  • Planview PR Media Pitching Template

  • Planview Event Planning Template

  • Planview Agile Marketing Template

  • Office Relocation Template

If you run recurring projects, setting up a project template saves time. You can, for example, create a project plan with default activities and cards for detailed tasks required for each project. This not only saves time, it also serves as a reminder to plan important activities and tasks.

You can also add a predefined document folder structure, and include documents that should be used in all workspaces.

All Projectplace users can create templates. A template can be personal, or be available to others. Share it with colleagues, customers, and partners to minimize the time and energy spent on establishing a shared working method.

On the Templates overview, you will find valuable information and the help you need to start using Projectplace templates. 

  • Was this article helpful?
Leave feedback