Save time using workspace templates that populate new workspaces with predefined content. Workspace 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 workspace templates. See Start, archive, hide, and close workspaces or Create a Workspace for instructions on creating a workspace from a template. Available default workspace templates include:
Planview SOW Consulting Template
Planview Recruitment Portal Template
Planview Event Planning Template
Planview Agile Marketing Template
Planview Product Delivery Template
Projectplace XLPM 1.0 (only available to customers with their account in our EU datacenter)
Projectplace XLPM Svenska 1.2 (only available to Swedish accounts)
If you run recurring projects, setting up a workspace 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 workspace templates. A workspace 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.