Adding and removing project templates
Choose templates to share with project users and remove old templates when they’re no longer necessary.
Contents
Adding templates to a project
After you create a project, you can add templates to it. These templates are shared with the users you add to the project.
Notes
- You can add templates that you own, public templates, and templates from other projects where you're an editor, manager, or owner.
- Only project editors, managers, and owners can add templates to the project.
To add a templates
-
Navigate to the project details page.
- From the navigation bar, click Projects. The Projects page displays.
- Click My to display a list of the projects you own, or Company to display the projects you’re a member of.
-
Click the name of the project. The project details page for this project displays.
- Click the Templates tab. A list of the templates that belong to the project displays.
- Click
to display a list of available templates. - Click Add next to the templates you want to add it to the project.
-
When you’ve finished adding templates to the project, click
There is no limit to the number of templates that you can add to a project.
Removing templates from a project
To remove a template
-
Navigate to the project details page.
- From the navigation bar, click Projects. The Projects page displays.
- Click My to display a list of the projects you own, or Company to display the projects you’re a member of.
-
Click the name of the project. The project details page for this project displays.
- Click the Templates tab. A list of the templates that belong to the project displays.
-
Click
next to the template that you want to remove.Removing a template from a project doesn’t delete the resource; it’s still available for use.
How project membership is saved in template settings
In general:
- Project membership is applied when you copy a template in a project. The new template is automatically added to the same project (assuming you have permission to add resources to that project).
- Project membership isn’t automatically applied when you create an environment from a template in a project or save an environment in a project as a template. The new environment or template can be manually added to the project using the directions above.
To retain project membership in an environment created from a template in a project
-
Navigate to the project details page.
- From the navigation bar, click Projects. The Projects page displays.
- Click My to display a list of the projects you own, or Company to display the projects you’re a member of.
-
Click the name of the project. The project details page for this project displays.
- Click the Templates tab.
-
Click the name of a template. The template details page displays.
- Click New Environment.
See also
- For information about creating and deleting projects, see Create, edit, or delete a project.
- For information about adding and removing environments for a project, see Adding and removing environments in a project.
- For information about adding and removing assets for a project, see Adding and removing assets in a project.
- For information about adding and removing users for a project, see Adding and removing users in a project.
- For information about adding and removing groups for a project, see Adding and removing groups in a project.
- For information about project roles, see Understanding project roles.