We get a lot of builders that come to us asking how to turn a schedule from an active project into a template for future use. First of all, congratulations on creating something that is template-worthy! Second of all, keep reading to see how this can be accomplished in Ressio.
- Open up your schedule template project and click on the schedule page
Note: If you don't have a schedule template created, or a template project created, you will need to create a new project. Ressio recommends creating a standard nomenclature for templates so they can be found easily. Ex.) 00-TEMPLATE
- In the top right corner, select the Use Template drop down to select the project you want to insert. Click Insert once selected.