Manage Existing Project Templates

Overview:

 

This section will allow you to view and organize Project Templates added in HelpSTAR.  Existing Project Templates can be modified, published or deleted entirely.

 

 

 

 

1. Ribbon Toolbar

 

 

Project Request

 

 

 

Project Templates

 

 

 

 

Options for this button will vary depending on the current status of the project selected.

 

 

 

 

Note: The options available in the toolbar can be accessed by right-clicking a template.

 

 

2. Project Template List

 

This pane will list all templates that have been previously created.  In this pane, templates are organized in the following groups:

 

 

 

 

 

3. Project Template Details

 

This pane will display information pertaining to the selected Project Template.

 

Properties

 

 

 

 

 

Task List

 

This pane will list all tasks associated with a project template.

 

In this hierarchy, each row represented in this view is a task created for the project template.  For each task, the following information is listed:

 

 

 

For more information on the values for the above fields, see Project Template Designer.

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See Also:

Project Template Designer

Adding a New Service Request

Adding a New Project