In this article you'll find information on project templates and how they can be used on the Tended Dashboard to save time when planning your site's geofences (safe zones).
Why create a project template?
Quickly create a new projects using previously generated or drawn safe zones
You'll save time not having to re-create safe zones
Create project templates for recurring geofencing sites
How to create project templates?
You can create a project template from an existing project OR from scratch, when you're creating a new project.
Create a template from an existing project
Find the project you want to make a template from, click the duplicate button
Choose which setting you'd like to duplicate from the menu. Then click "Create as template"
Click "Duplicate project"
Then, you can choose to make edits to the project name, project manager and project duration. When you're happy, click "Save"
Now, head back to the project list and click on the "Templates" tab. View, edit and duplicate your template from here
💡 Tended tip: make sure to name your project templates clearly so they can be quickly found and used from the list.
Create a template from scratch
Create a new template by clicking "Start a new project" from the projects table
Enter your project details, and click "This project is a template"
Then, as usual, create your project and create your site(s) with safe zones and any planned asset locations. This project template will then appear in the "Templates" tab.
How to use a project template?
Locate your project template from the "Templates" tab on the projects table
Click the duplicate project button
Choose which project details you'd like to duplicate from the menu. Then click "Duplicate project"
Edit the project name, team name and manager to meet the requirements of your new project. The click "Next step"
Edit the project duration to meet the requirements of your new project. Then click "Save"
The new project can now be found in the "Scheduled" tab in the project table. From here you can make edits to the template.
Any questions or issues?
We're here to help! Simply pop us an email at support@tended.co.uk, WhatsApp us on +44 (0) 7713682625 or chat with us via the help button at the corner of this page or within the Dashboard 😊