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Many times, you might have similar running projects. Instead of setting up your projects and tasks from scratch, you can create Templates and use these to get a new project up and running within a few clicks of the mouse. 

Celoxis allows you to create such Templates and use them when creating new projects.

Setting up Templates

To create a new Template:

  1. The first step would be to create the project with its WBS with as much details as you can add. 
  2. Click on Administration > Project Templates under the Project Management section.
  3. Click on Add.

Using the Templates

Things to remember


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