Not all projects are the same and as such, the reports for each of your projects may need to be slightly different. Project Templates are a great way to account for these differences and make sure that it's simple to get your team up and running when you start a new project. Follow the steps below to edit and apply your project templates!
Editing Project Templates
Log into the Raken Web App
Click on the "Company" tab at the top of the page
Click on the "Project Templates" settings
In the top right corner, you can click the "+ New project template" button to create a new project template
To edit existing project templates, you will click the menu button to the right of the template that you would like to edit, you will then select the edit button
Project Templates can be edited in multiple ways including making changes to General settings, Daily Reports, Survey Questions and Daily Report Email Recipients
General - You can adjust general project details such as how the date is displayed, when weather data is captured, when daily reports are required and what language daily reports are displayed in
Daily Reports - You can select what type of information is included on a project Daily Report.
Survey Questions - You can adjust what survey questions are required on the project daily report. Surveys can appear in your company's Daily Reports and your collaborators' reports
Daily Report Email Recipients - You can choose who automatically receives completed daily reports
When you have made changes to a project template, click the "Save" button in the top right corner of the project template window, all future projects with that template will have the settings adjusted according to your needs.
Note: Creating and editing Project Templates is a feature that is available on the Raken Performance Plan. Please contact us if you would like information on this feature and other excellent features of the Raken Performance Plan.
Feel free to email us or call us at +1 866-438-0646.
We're always glad to answer your questions!