Overview
When you create a project in TeamTrace, you can start from a predefined template instead of configuring everything yourself. This article explains how to browse the available templates, preview one, and apply it to your new project.
Before You Begin
- Sign in to the TeamTrace portal with an account that has permission to create projects.
- Templates are chosen while creating a new project. If you want to configure the options yourself, use Create Custom instead. See How to Create a Custom Template for a Project in TeamTrace.
Available Workflow
The predefined workflow available are:
- Scrum
- Kanban
Steps to Use a Template
- Open the Projects page and click + Add (or Add Project).
- On the project creation form, select the Browse Templates radio button. The list of predefined templates appears.
- (Optional) Click View Template under a template. A new window opens and gives you a visual idea of how the template looks.
- Click Use Template under the template you want. It is selected for the project you are creating.
- Complete the rest of the project setup, including the people and their access roles.
- Click Save and Next, then Add Project to finish.
The Two Buttons on Each Template
| Button | What it does |
| View Template | Opens a new window with a visual idea of the template, so you can preview it before choosing. |
| Use Template | Selects the template for the project you are creating. |
Which Workflow Should I Choose?
| Workflow | Choose it when |
| Scrum | Your team works in time-boxed sprints and builds deliverables step by step. |
| Kanban | You want to see work move through workflow stages and spot bottlenecks. |
After You Create the Project
- Click the project name in the project list to open its dashboard.
- Use Settings to arrange tabs, manage people and add custom fields. See Project Settings Explained in TeamTrace.
Notes
- Preview a template with View Template before you choose it.
- Clicking Use Template selects the template, but you still need to complete and save the project setup.
- [Add: whether the template can be changed after the project is created.]
Troubleshooting
| Problem | What to check |
| The template list isn't shown | Make sure the Browse Templates radio button is selected. |
| The View Template window doesn't open | Check that your browser isn't blocking pop-up windows. |
| The template isn't applied to the project | Confirm you clicked Use Template and then completed the project setup. |
| I want to configure the options myself | Select Create Custom instead of Browse Templates. |
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