Page Comparison

...

Background

Your organization is starting multiple new projects and you need a quick way to enable team members to track and document status of each project.

Solution

You want users to be able to able to quickly set up all crucial project details whenever starting a new project. Details included should be uniform across all projects. For you as as the administrator you want to be able to create a template that can be edited with one click and change reflected on every page using the template.

Final Outcome

You have setup a Projects space, then created a live template for Projects with Scaffolding Cloud using key fields you created using Field Group macro.

End Result

Image Removed

...

Image Added

Building the knowledge base system

...

Table of Contents
minLevel 3
maxLevel 3
outline false
type list
printable false

Step 1 - Create the template

Expand

title	Creating the template

Go to your Space Settings > Look and Feel, and add a new template. Name it Project Overview Template.

Add a Field Group macro.

Tip

icon	false

Tip: Speed up macro entry with autocomplete:

In the new editor -Type / and the beginning of an element (tool or things in the insert menu) to see a list of suggestions.
In the legacy editor -Type { and the beginning of the macro name to see a list of suggested macros.

Create a basic table for Project Type, Project manager, Project members, etc for project summary.
Use appropriate field type for each. For example, a User List for Project Manager.
You might want a dynamic table to create rows of Tasks, Sub projects or Milestones.
For that, use the Table field type.
Save the template.