Project Template

This guide provides a step-by-step process to navigate to the Project Template page on the NexWaveERP platform. By following these instructions, users can easily access the Project Template feature and utilise it for their project management needs.

Step 1: Navigate to the Projects Homepage

Step 1

Step 2: Click "Project Template"

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Step 3: Review the list of Project Templates and open or Click "Add Project Template"

Step 3

Step 4: The Project Template allows you to create default tasks for use when…

The Project Template allows you to create default tasks for use when generating a new Project record.

Step 4

Step 5: If you wish to review any of the tasks simple click the link on the line to…

If you wish to review any of the tasks simple click the link on the line to take you to the Task record.

Here you can colour code the task, set priorities and weighting to be used when scheduling against the project tasks

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Step 6: For Live Tasks you can also set the timeline for completion

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Step 7: If you wish to record the Task as a Milestone the checkbox can be used

If you wish to record the Task as a Milestone the checkbox can be used. You can also expand the description of the task and the progress

Step 7