Clarity

  • 1.  Is is possible to have a folder template for the Collaboration tab so they don't need to be created manually every time?

    Posted Jun 29, 2016 10:59 AM


    Is is possible to have a folder template for the Collaboration tab so they don't need to be created manually every time?



  • 2.  Re: Is is possible to have a folder template for the Collaboration tab so they don't need to be created manually every time?
    Best Answer

    Posted Jul 08, 2016 05:07 PM

    Yes, I've done this with a "Folder" project which is then copied into the target project.  The "Folder" project does not have any tasks, team, or other information which is not required.

    • Create the desired folder structure in the "Folder" project.
    • Use the Copy Project from Template in the Actions on the Project Summary page.
    • Filter the list of templates for the "Folder" project, select it and click Next, then Copy.

    The folders from the "Folder" project will now be on the target project.



  • 3.  Re: Is is possible to have a folder template for the Collaboration tab so they don't need to be created manually every time?

    Posted Jul 22, 2016 04:12 PM

    This is what we have done at a few sites. Works very well.



  • 4.  Re: Is is possible to have a folder template for the Collaboration tab so they don't need to be created manually every time?

     
    Posted Jul 11, 2016 07:28 PM

    Hi Billman - Did Dreda03's response help answer your question? If so please mark as Correct Answer. Thanks!