Building a Project Template

Before you start using Vector HelpDesk to track issues, you should build a project template. A project template is a project that acts as the base for all new projects. The project template contains styles and definitions common to all projects.

For example, a project template can define a standard set of queries, reports, and notifications. In addition, a project template can include a set of fields customized to match your company's process and terminology.

Using a project template allows you to reuse custom styles, notifications, and fields. Each new project can copy the styles and definitions from the project template.

Before you build a project template, you must evaluate your issue tracking and reporting requirements. For example, you should decide:

    Which custom fields and choice lists are required.

    Which standard queries and reports you want in each project.

    Which notifications are needed to the workflow in your process.

To build the actual project template, create a new project based on the HelpDesk project, then customize the issue fields and define the custom styles and notifications you need.

Related Topics

What is a Project?

Creating New Projects

Copying Definitions and Styles