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  4. Share Templates for different Users - Possible?

Share Templates for different Users - Possible?

Added by Nico Spengler over 1 year ago

Dear Community,

we are trying to start creatng templates for openproject but i am a bit confused about the use of them.

When I create a template, only the admin which creates the template can choose this when creating a new project.

Is it possible to share it with other users, groups or roles?


Replies (2)

RE: Share Templates for different Users - Possible? - Added by Alexander Stock over 1 year ago

Hello Nico,

other users can create new projects based on templates, too. To be able to access and use the project templates you have to be a member of this (template) project and additionally have to have the permission to copy projects. So you need to check whether a user has a certain role and is part of a project with template.

Please find a detailed explanation the user guide on
user roles: -> User Roles
templates: -> Templates

We have also prepared a blog post on templates which might help you to get started:
https://www.openproject.org/blog/project-templates/

Additionally, there is a feature request about being able to use templates without being a member of the template project:
https://community.openproject.org/wp/41042

Feel free to add your vote and comment so this request can get further specification.

Best
Alexander

RE: Share Templates for different Users - Possible? - Added by Louie Freeman over 1 year ago

Thanks for the information that is amazing.

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