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Basil: Project Templates

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If you frequently create the same projects and tasks, you can save time and effort by setting up a project template, allowing you to quickly deploy these task sets whenever needed.

Creating a Project Template:

Step 1: Click on the ‘Tasks’ tab at the top of Basil.

Step 2: Next, toggle the view to ‘Projects’ and click ‘+ Project’.

Step 3: Before we can create the Project Template, we need to go through some setup. In the context of a Project Template, some fields are required, some fields are optional, and some fields will be cleared upon being saved to a template. This means whatever you put in for the cleared fields will not carry over whenever you go to apply the template.

  • Required fields: Project Name
  • Optional fields: Description, Tags, Enable Workflow
  • Cleared fields: Start Date, Due Date, Client, Workspace, Repetition Cycle, Cora Assistant

Click the “Add Tasks” button at the bottom and proceed to the next page.

 

Step 4: This screen is where you can add your first task to the project. Since we’re making a template, the Title of the task is required, but not the Description. Upon entering a Title and hitting the Enter or Tab key on the keyboard, more fields will display: Assign To, Priority, Tags, the Schedule section, the Billing section, and the Folders and Files section. Despite the “Assign To” field being required, it is one of the fields that will be cleared upon creating the template, similar to the last step, so you can simply select “Unassigned” for each task. All fields except Title and Description will be cleared as well upon creating the template. 

Once you’ve filled out all the fields you wanted to fill out, you can click one of two buttons at the bottom of the screen: “Save and Add More” or “Save and Close”. The former will allow you to add another task to the project, and the latter will take you to the Project Details Page.

Step 5: The Project Details Page has two tabs which can be seen in the upper left: the Project tab and the Tasks tab. The Project tab shows you the information you entered at the start of the project’s creation, and the Task tab will show you all of the tasks you’ve added to this project.

The Tasks tab will allow you to add more tasks to the project via the Add Task button at the bottom. You can also edit or delete existing tasks via the icons in the Actions column.

At the bottom of the Project tab, you have three options: Save as Draft, Save as Template, and Launch. To finalize template creation, click the Save as Template button.

Applying a Project Template:

To use a previously created Project template, follow the steps below.

Step 1: Click on the ‘Tasks’ tab at the top of Basil.

Step 2: Next, toggle the view to ‘Projects’, click the 3-dot menu option next to ‘+ Project’, then click the ‘Templates’ option


Step 3: On the screen, select ‘Use’ for the template you wish to utilize.

 

Step 4: This screen has five sections:

  • Project Status: Includes start and due dates.
  • Select Client: Allows you to choose the client(s) or your firm, and a workspace for each. You can also apply the project template to any Root Workspaces you may have created.
  • Project Info: Where you will enter a name for this project and an optional project description.
  • Schedule: Enables you to select a repetition cycle if needed and choose whether or not to enable a workflow order.
  • Cora Assistant: You can choose whether to use the Cora Assistant and, if so, what mode to use. You can read more about the Cora Assistant by clicking here.

At the bottom are two buttons: “Save as Draft”, and “Continue”. “Save as Draft” will save the templated project and allow you to come back to it later for further editing. Clicking “Continue” will advance you to the next step, changing the buttons at the bottom (adding a “Save as Template” button and a “Launch” button) and adding a “Tasks” tab at the top-left, which allows you to edit the details of the Project’s nested Tasks.

Step 5: Once all tasks have been listed, assigned, and had details saved, you can click ‘Launch’ to launch the Project. 


Step 6: You'll be brought back to the Projects section of the Tasks tab. The Project and Tasks you just created will be active and Basil will have notified all participants.