Creating a Template

Go to Projects → Project Templates. If necessary, select or create a workspace (see the related article for details).

1. Click the Create Template button.
   

In the creation menu, specify:

• Name – the name of the project template;
• Workspace – select the workspace where the template will be available. If necessary, you can edit the workspace by clicking the gear icon or create a new one using Create Workspace
• optionally fill in the Description.

Click Create.

After that, the template will be created and its card will open for further configuration.

---

Project Template Card

After creating the template, a page opens with two tabs: General Info and Standard Plan.

---

General Info

.

At the top of the page the template name and the Edit button are displayed. By clicking it you can:

• change the template name;
• change the workspace;
• specify the template owner;
• configure template availability (for example, make it available to all users or restrict access);
• add or modify the description.

After editing, the Save or Cancel buttons become available.

---

Participants in Projects Created from the Template

In this section you configure the users who will automatically be added to all projects created from this template.

To add participants:

1. Find users in the Search field.
2. Select them using the checkboxes.
3. Click Add to Participants.

For each added participant, select the permissions they will have in projects created from the template:

• View project
• Configure project (edit general information)
• Edit project plan
• Receive weekly notifications

Permissions granted at the project level supplement permissions granted to the same user at the workspace level. If a user has broader permissions in the workspace, project-level permissions do not restrict them.

If participants are not defined at the template level, they can be added when creating a specific project.

---

Extra Settings

In the Extra Settings section you define parameters that will apply to all projects created from this template.

Automatically shift linked plan items when editing

When enabled, the system automatically recalculates the dates of related project stages.

Default action when adding a new plan item

This parameter defines which action will be automatically created when a new item is added to the project plan.

Available options:

Not required
No task or inspection is created when a plan element is added.
Used for stages that are informational or supervisory and do not require actions from executors.

Execute task
A task is automatically created for each new plan item.
Suitable for stages that require specific actions from employees (for example preparing documents, installing equipment, or training staff).

Pass inspection
An inspection is automatically created for the plan item.
Used when the stage result must be confirmed by a checklist inspection (for example readiness checks, compliance verification, or quality control).

This setting helps standardize work with the plan and avoids manual creation of tasks or inspections for each stage.

Number of days before the planned start when related tasks or inspections become visible to the executor in the mobile application

This parameter determines how many days before the planned start date of a stage the related tasks or inspections will appear to executors in the mobile application.

This setting helps:

• avoid overloading executors with tasks long before the work actually begins;
• display tasks and inspections only when they should realistically start working on them;
• improve focus and relevance of assignments in the mobile application.

For example, if the value is set to 10 days, the related tasks or inspections will appear to the executor exactly 10 days before the planned start of the stage, not immediately after the project is created.

This is especially important for long-term projects with many stages so that executors' task lists remain compact and relevant.

Additional recipients of weekly project email notifications

Email addresses are entered separated by commas.

Changes are saved automatically or by clicking the Save button (depending on the section).

At the bottom of the page there is a Trash button used to delete the entire template.

Important

Deleting a project template does not affect projects that were already created using that template. Those projects continue to exist and function independently of the template.

---

Standard Plan

The Standard Plan tab is used to configure the project structure: stages, their duration, relationships, responsible users, and related tasks or inspections that will be automatically created when a project is launched from this template.

The standard plan acts as a baseline: when a project is created from a template, all stages, relationships, and related actions are automatically transferred to the project.

Important

The standard plan does not support version history or drafts.

All changes saved in the standard plan immediately become active and will apply to all projects created from this template in the future.

---

Standard Plan Interface

The standard plan is displayed as a table with a chart (similar to a Gantt chart).

The table shows plan stages and their parameters, while the right side displays the timeline.

The top panel includes the following actions:

• Edit – enable editing mode for the standard plan;
• Import – upload a plan from an XML file (for example from Microsoft Project). Importing replaces the current plan completely;
• Download – export the standard plan in the following formats:
  • XML (for MS Project)
  • PDF (by day, week, month, or quarter);
• Collapse All / Expand All – collapse or expand nested stages;
• timeline scale selection: ay / week / month / quarter;
• full-screen button (arrows icon);
• column display settings (settings icon) where you can choose which columns appear in the plan table (for example: type, name, duration, shift, responsible person, predecessors, description).

Important to note:
If custom fields were created in the workspace of this template (for example text fields or dictionary fields), they will also be available in the list of display columns and can be used when configuring stages in the standard plan.

---

Editing Mode Control Panel

In editing mode the following controls are available at the to of the screen:

• + Add – add a new plan element
• Edit (pencil icon) – edit the selected plan element
• Delete – delete selected elements
• Color – change the color of the plan element in the chart

Hierarchy controls:

• Move Down a Level (right arrow icon)
• Move Up a Level (left arrow icon)

These buttons are used to change the hierarchy of plan elements.

Move Down a Level makes the selected stage a substage of the previous element. This is used when a stage needs to be broken down into more detailed parts.

Move Up a Level moves a substage up one level and turns it into an independent stage in the standard plan.

Additional controls:

• Undo / Redo navigation buttons
• Save – save the structure of the standard plan
• Exit – exit the standard plan editing mode.