Create a New Phase or Task from a Project Template

You can create a new phase or task from a project template. You can add a new phase or task to a project at any time.

If Ajera CRM detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To create a new phase or task from a project template, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Projects.
2. On the Project Info Center form, open the project record for which you want to create the phase or task.
3. Click New and select Create Phase from.
4. On the Create Phase from dialog box, set the Copy from field to Project Template and make the following selections:
   1. Click Search in the first Template Project field to open the Project Template lookup and select an existing project template with phases.
   2. Click Search in the second Template Project field to open the Phase/Task lookup and select the project template phase on which the new phase will be based.
5. Enter a unique name and number, complete the fields on the Create Phase from dialog box, and click OK. Ajera CRM closes the dialog box and copies the phase details into the record. You can modify the phase information.
6. If you want to enter task information, click New and select Copy Task from.
7. On the Create Task from dialog box, set the Copy from field to Template Project and make the following selections:
   1. Click Search in the first Template Project field to open the Project Template lookup and select an existing project template with phases and tasks.
   2. Click Search in the second Template Project field to open the Phase/Task lookup and select a project template phase.
   3. Click Search in the third Template Project field to open the Phase/Task lookup and select the project template task on which the new task will be based.
8. Enter a unique name and number, complete the fields on the Create Task from dialog box, and click OK. Ajera CRM closes the dialog box and copies the task details into the record. You can modify the task information.
9. Click Save.