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Customized JWM Templates

Sergej Dubowik August 4, 2021

Hello everyone,

I am using a JTM project management template but customized
- custom workflow
- custom fields
-etc.

Is their a way to save this project as a JTM template?
So I can use this configuration for all my new projects without adding the workflows etc. every time.

Thank for helping!
Best regards

1 answer

1 accepted

2 votes
Answer accepted
Alex Koxaras _Relational_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 4, 2021

Hi @Sergej Dubowik

You can't save it as a template per se.

However, you can use that specific project as a template. E.g. rename it as "template JTM", and leave it empty. When you'll try to create a new project, then select a shared configuration, and choose the "template JTM" as the template.

Hope that makes sense.

Alex

Sergej Dubowik August 6, 2021

works! thank you. Solved my challenge.

Alex Koxaras _Relational_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 6, 2021

Glad that worked out for you!

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