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Templates and Cloning Projects

You may find that many of your projects share a very similar structure or have the same team members. Rather than setting up a new project from scratch, you can use Panorama’s “clone” system to setup Project Templates.

Simply create a generic version of a common project and build out all the details that are likely to remain consistent project to project. Save it as a draft using a consistent label to allow easy recognition in the future, for example “TEMPLATE – Web Design Project.”

Then when a new project comes in the door, simply go to All Projects > Drafts, hover over the template in question and click the “Clone Project” link that appears. This will create a new project copying over all the details and settings from your project template.

Screen Shot 2016-01-18 at 4.32.27 PM

If you have the front end editor add-on you can set a project to be a “front end template” by editing the project and clicking the option in the publish box. This will allow users to select the project to use as a template on the front end.

Updated on November 1, 2017

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