Create project from a template

As a user, you can create a new project from a template once the administrator configures the required permissions for you.

Perform the following to create a project from a template:

1. Navigate to Apps > Create project from template from the top horizontal menu. You are navigated to the Create project from a template page that lists the project templates preconfigured by the administrator.
   

   

   Create project from template menu option is visible only when an administrator grants you the required permissions.

   
   

2. Click Create project next to the intended template to proceed further to the form that expands within the same page.
   

3. Enter the details in the project request form as follows:

   • Project Name: Specify a relevant name for your project.

   • Project Key: This field is automatically populated based on Project Name. You can also specify a project key. This key is added as a prefix to the issues in your project.

   • Project Description: Provide a brief description about your project.

   • Project Avatar: Displays the avatar being added to the project.

   • Project Owner: Start typing text into the field to view the auto-suggestions and select a user as the owner to the project.

   • Copy settings from this project: Select a project from the available list to copy the respective project settings into the newly created project.
     

     This field is visible only when base project(s) is configured for the selected template.

     
     

   • Project Categories: Select a category for the project from the available list of options.
     

     This field is visible only when the Project categories field is configured for the selected template.

     

4. Click:

   • Create to create a new project with the details provided. A successful message is displayed when the new project is created.
     
     You can click:

     • Create another project to create a new project with the same settings.

     • Cancel to minimize the window.

     • Browse to navigate to newly created project.

     • Administer to navigate to the settings of the newly created project for further project configurations.

   • Back to navigate to the previous page.