You can speed up the process of creating and managing your projects in PVsell by using project templates. Here you will learn how to turn a project into a project template.
Explore more ways of lightening the process of entering a project: How can I speed up the process of entering a project?
1. Open the list of all projects
- Click on the 'sun' icon
- Then click "ALL PROJECTS"
2. Tick the box next to the project you wish to turn into a project template
3. Click "Create template"
4. The page will auto-reload, and you will see a notification saying "New template project created"
5. Done! Now you can see the new project template in the list of project templates. To view the list, open the "Templates" tab
The project template will be auto-named as "Duplicate of <original name of your project>". You can edit the title of a project template the same way you edit the title of a project. How can I edit the project title?
You can create a new project using your project template as a project base.
Learn more: How do I create a new project?
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