Project Template Add-on

Create templates to help you plan recurring projects, with ease.

Template | Project | Task

  • Logical task flow for your projects
  • Create project templates
  • Manage & assign templates
  • Define task dependencies

Description

Another productive add-on from Orangescrum that saves your time and efforts from repetitive manual work. Your business will always have a set number of tasks that are common accross all your projects. 

With Project Template you create those tasks once for life and reuse until there is a change required. Whenever you create a project, call in the pre-defined template and all your tasks will be auto-created.

You will never have to create the same task for all your projects again!

Features / Benefits

  • Can help give you clarity and structure with fewer errors
  • Tailor your own project template with workflows
  • Use this add-on to create new projects with independent configuration from scratch Templatize Projects
  • Create your own template - choose what to include like project description, project plan, contacts, groups and documents
  • Helps you to manage your work in a timely and efficient manner
  • Project Templates can help speed up your work
  • Templates ensures a logical flow of information and at the same time makes sure that the critical data is captured
  • Create different recurring projects for a particular day, week or month

What do I Need?

It can help you reduce effort and help increase efficiency. If you manage projects that consist typical tasks, workflows etc., then project templates can save you a lot of time. Using this add-on, you can totally take control and customize templates according to your handiness.

Create Project Templates for your specific projects

Create/Add Milestones & tasks to Templates

Create Templates from Tasks List Page

Assign tasks, define task dependency,estd. hours in advance

Custom templates - e.g. product development, marketing campaign etc.

Define logical workflow for your project

My Problems

Are you a marketing manager preparing that same marketing campaign daily for each new client that you approach?

Too much of time spent on creating similar kind of projects and sets of tasks?

Creating similar kind of projects with the same structure of tasks again and again every single day or week?

Or are you a product manager who has a multifaceted product development workflow that takes hours to set up?

Trying to set up the same kind of tasks for your team for a different client, every single day?

What You Need
  1. Apache with 'mod_rewrite'
  2. Enable curl in php.ini
  3. Change the 'post_max_size' and 'upload_max_filesize' to 200Mb in php.ini
    • PHP 5.4 or higher and less than PHP 7
    • MySQL 4.1 or higher
    • If STRICT mode is On, turn it Off.
Installation Steps

Add-on Installer Installation:-

  1. Make sure to keep a backup of your existing "app" folder of your current working directory.
  2. Extract the zip file(AddonInstaller-V1.6.zip) to your desktop.
  3. Remove the existing "app" folder from your working directory then copy and paste the extracted "app" folder inside "AddonInstaller-V1.0" to your working directory.
  4. If you are using local machine as storage (excluding Amazon S3), please replace the folder, named "files" inside the "app/webroot" folder from the back up to the current "app/webroot" folder.
  5. Give write permission to "app/Config", "app/tmp", "app/Plugin" and "app/webroot" folders.
  6. Import the "installer.sql" files from the extracted files to your current database. If you have already imported installer.sql before then no need to import it again. Only exception is if you are finding any new version of installer.sql then import to your current database.
  7. Do necessary changes to "constants.php" and "database.php" inside "app/Config" folder again as you have done earlier. For Example SMTP email credentials in constants.php and database credentials in database.php.
  8. Run your website once. Ex.
    http://localhost/orangescrum (if you are using localhost)
    http://127.0.0.1/orangescrum (if you are using IP)
    http://myprojects.orangescrum.com (if you are using any valid domain)
    Note: if you are facing any issue or seeing any blank page after doing all the above steps, then just do the following once.
  9. Replace "Configure::write('debug',0);" with "Configure::write('debug',2);" in the app/Config/core.php. Run the web url once and restore the debug value to 0 again. i.e Configure::write('debug',0);
    Congratulations!!

Add-on Installation:-

  1. Download the Add-on zip file.
  2. Place the downloaded zip file(Ex. ProjectTemplate-V1.0.zip) in the "app/webroot" folder.
  3. Log in to the application.
  4. To install the add-on (Ex. Project Template add-on) run below link once and follow the instructions.Ex. http://..../install/projecttemplate (for Project Template add-on)

  • Maintaining a logical understanding of the project before the Orangescrum was a
    task that was time consuming. With Orangescrum this is not a concern.

    Pedro Artur Oliveira Gestor de clientes (Manager) | CAIXA, Lda.
  • We used MS Excel for managing time log, now, we don't! We use Orangescrum's timelog feature to manage time. Further, we no more use MS word to export our invoices. We do it in a click :)

    Bala Consultant | IPneeti
  • OrangeScrum made our project management tasks and timesheets so much easier
    and support provided by team is awesome.

    Anil Kumar CEO, Saral Technologies
  • Orangescrum simplifies the process of project management for our organization with its power collaboration tools. We couldn't be happier with Orangescrum!

    Jamie Smith Director of Marketing Automation, SFCG, Texas, USA
  • By having a central tool for managing both my clients and project and also the ability to streamline business processes to match the goals of the company and deliver within budget and timelines, is the best thing a company can do.

    Khululekani Director | Thebe Media Solutions | South Africa
  • OrangeScrum helped us to be highly effective with - People & tasks planning, Tracking and Communication and updates with the complete team, Tracking of all projects,Resource utilization & Documentation management

    Sadanand Suresh Walte Delivery Head, Technex Technologies Pvt Ltd, Pune, India.
  • I work with Freelancers to get the CAD jobs done. Orangescrum provided me with a way for them to track and bill their time directly using in the project they are working on. This saves me a lot of administrational work. At the end of the month I just need to create the invoice for my customer

    Brent Kerr CEO, Kewico GmbH
  • The most beautiful thing about Orangescrum is easy in its approach which makes it a lot simpler to use. Orangescrum makes a complicated project way easier to run within my team.

    Kuda Msipa CEO Cutmec Group, Bristol, United Kingdom