How do I save a project as a template

Learn how to save and manage project templates in Oviond with this step-by-step guide to streamline your workflow and maintain consistency.

Introduction

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.

Step-by-Step Instructions

  • 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.

Manage Your Templates

  • Go to account settings.

  • Select Manage Templates.

  • View all the templates created in your account, edit their names, or delete them entirely.

Additional Information

  • Tip: Regularly update your templates to reflect the latest best practices and changes in your projects.

Summary

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.

Related Resources

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.

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