Overview
Create New Project Wizard helps you in creating a project using an existing Project Template. Project Templates are specific to a TopTeam Project and are tailor made for that specific project’s requirements such as Record Types to be included in it, etc.
When you create a root project or create a child project from an existing Project Template, the project can then be used as-is or can be customized further to suit your specific needs.
This article explains the steps for creating a project from an existing Project Template.
You can also create a Project using TopTeam Desktop App. For more information, refer to the article Using Create Project Wizard.
Who should read this?
- TopTeam Project Admins
- TopTeam Users
- TopTeam Administrators
Step 1. Go to Repository Explorer and click New Project using Wizard
Step 2. Create New Project Wizard opens, choose the option to create a new Project using Project Template
Step 3. Enter Project Name and Description (optional)
NOTE: While creating a project, you can choose to create your project as a child project of another project. This step is optional.
Step 4. Select a user as your Project Admin
NOTE: By default, TopTeam considers the creator of a project as its Project Admin.
Step 5. Select users to be added as Authors (Internal Users) in your project
Step 6. Select users to be added as Collaborators (External Users) in your project
Step 7. View Action Summary and click Create
Step 8. Summary of created Project displays, click Finish to complete the wizard
Newly created Project displays in Repository Explorer
See Also
Revised: December 5th, 2018