Ergothiki ΕργοθήκηHelp Centre
Sign in →
Scenarios
Projects & work items 3 steps ~15 minutes

How do I make a new project from a template?

A kind of project you do often, set up once and ready every time.

  1. 1
    The template Office Owner Office administrator

    In Project templates, switch on a ready-made one or make your own, with work items, a checklist and an expense category.

    In the settings, the platform's project templates are ready-made and the office switches on the ones it needs.
    Office settings › Project templates
    Guide: How do I set up and use project templates?
  2. 2
    New project from a template Office Owner Office administrator Project manager

    In Projects, press the ▾ next to «New project», choose the template and fill in the customer and dates.

    Guide: How do I set up and use project templates?
  3. 3
    The partners Office Owner Office administrator Project manager

    For each partner work item without a name, choose who takes it on.

    Guide: How do I work with partners and link them to Ergothiki?
Did this scenario help?