Edition: Professional, Business and Enterprise.
User-level: Assistant Project Manager, Project Manager, Director, Assistant
When creating a project in Synergy you can insert a pre-determined template of phases, stages and tasks. You can create projects & apply templates from multiple places in Synergy, including the planning board, Synergy CRM and from the project list.
Adding a template to a new project from the planning board (Enterprise only)
From Side Navigation, click Projects > Project Planning
Click on the plus sign in the top right corner
Enter the project details and choose the project template from the dropdown.
Save at the bottom of the side panel.
Adding a template to a new project from the CRM page
(Only available with CRM Add-on)
From Side Navigation, click Projects > Synergy CRM
In the top right corner click on "Add opportunity"
Choose the template from the project template dropdown menu
Fill in the rest of the project information
Save at the bottom of the panel on the right-hand side.
Adding a template on the creating a project page
From Side Navigation, click Projects > Projects List
Select 'Add' in the top right-hand corner
Select the template from the menu in the bottom left-hand corner
Enter the remaining fields on the page and save in the top right.