What You’ll Learn
In this video, you’ll learn how to use Project Templates in CompanyCam to set up projects with the right structure from the start. You’ll see how to build templates, assign them to projects, and keep your team consistent on every job.
- Creating Project Templates: How to build a template with a name, description, and labels so you can organize repeatable project types.
- Adding Project Content: How to include checklists, reports, documents, and pages that will be automatically added to every project.
- Setting a Default Template: How to choose a default template so new projects are pre-loaded without extra steps.
- Managing Roles and Permissions: Who can create and edit templates, and how your team can use them once they are set up.
- Using Templates on New Projects: How to apply templates during project creation so all required items are ready from the start.
By the end of this class, you’ll be able to create and use Project Templates to keep your projects organized and reduce setup time for your team.
