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Updated on 2024-10-31 GMT+08:00
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Customizing a Template

You can customize templates when creating work items, and save the templates for creating projects.

This section describes the operations on the Project Templates page, where you can modify, create, replicate, and delete templates, and create projects from templates.

Prerequisites

  • Only Scrum projects support custom templates.
  • You can custom templates when having a tenant account or an IAM user account with ProjectMan ConfigOperations permissions.

Accessing a Custom Template

View the existing custom project templates by accessing All Account Settings.

  1. Click the account name and choose All Account Settings on the CodeArts homepage.
  2. Choose Work > Project Templates.

Editing an Existing Template

Click Save as Template in Settings > Project Settings. Then click one of the work item types such as epic and click Fields and Templates of the project. Saved templates will be displayed in the Project Templates list and can be modified as required.

  1. Click the personal account in the upper right corner and choose All Account Settings > Work > Project Templates.
  2. Expand the default Scrum project template.

    The existing templates are shown.

  3. Click in the target row to enter the Fields and Templates page.
  4. Click Edit Template to edit the template and save it.

Creating a Custom Template

You can customize a template as required.

  1. Choose All Account Settings > Work > Project Templates, and click in the row where the default template is located.
  2. Set the Template Name and Description in the Inherit Template window.
  3. Click OK.

    You can create a project based on the edited or created template.

    1. Click in the target row that contains the template.

    2. Click Create Project.
    3. On the displayed page, you can create a Scrum project from the Project Templates page, which contains modified and created templates.
    4. Configure project parameters and click OK.

Replicating a Template

You can quickly create a template by replicating an existing template.

  1. Choose All Account Settings > Work > Project Templates. In the template list, locate the row that contains the target template and click .
  2. Choose Replicate Template.

Deleting a Template

You can delete unnecessary templates.

  1. Choose All Account Settings > Work > Project Templates. In the template list, locate the row that contains the target template and click .
  2. Choose Delete Template.

    Deleted templates cannot be restored. Exercise caution when performing this operation.

    You can delete multiple templates by repeating this operation.

Parent topic: Project Templates