From the course: OmniPlan 3 Essential Training
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Templates - OmniPlan Tutorial
From the course: OmniPlan 3 Essential Training
Templates
- Templates allow you to save items that are frequently used so you can have a starting place for new projects that resemble other projects that you have already done. Creating a template is very easy, technically, but you do want to put some thought into exactly what you will need in your template. Let me give you an example. It's very easy to just go: File, Save As Template. However, in OmniPlan, absolutely everything about a project is included in the template, so if we save this as a template, all of our specific tasks and everything would be saved there. And, in fact, if we do website after website that follows this same process, we may, in fact, want a template that includes all of the tasks and a lot of the structure. To me, it's more likely that you actually strip some stuff down and start at a different place. So, the example that I would like to give is that the template we want has all of the styles and all of the resources, but that we rebuild the tasks based on a specific…
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