This article explains how to save a project as a template and manage your templates in Oviond. Templates can streamline your workflow by providing reusable project structures, saving time, and ensuring consistency across client projects.
Navigate to Oviond's login page and enter your credentials
Select a Client
Save a Project as a Template
Open the project you want to save as a template.
Click on the options menu.
Click on 'Save as Template'.
Fill in the details and click 'Save Template'.
This template is now available to use in any client project.
Go to account settings.
Select Manage Templates.
View all the templates created in your account, edit their names, or delete them entirely.
Tip: Regularly update your templates to reflect the latest best practices and changes in your projects.
By following these steps, you have successfully saved a project as a template and learned how to manage your templates in Oviond. This will help you maintain consistency and efficiency across all client projects.
Part 10: Saving Your Work as a Template
Learn how to save work as templates in Oviond. This guide covers creating, naming, and reusing templates to streamline your project setup and reporting process.
