Before you start
Project Templates are not available on Basic or Pro. Upgrade your plan to take advantage of this feature.
To create Project Templates and set/remove Default Project Templates, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission;
Managing Project Templates is only available on the Web.
The ability to create Pages Templates and use them within Project Templates is coming soon!
Create a Project Template
Log in to CompanyCam.
From the left-hand navigation bar, select Templates.
Select + Create Project Template.
Name the Project Template and add a description.
Select and add any Labels, Checklist Templates, Report Templates, Project Documents, or Pages Templates that you’d like included within the Project Template. Once selected, click on Add to Project Template.
Note: Changes made to your Project Template will be updated and saved automatically.
Set or Remove a Default Project Template
From the Templates Manager page, click on the Projects Tab.
Click on the Three Dots Icon on the right side of the Project Template you'd like to save as a default, and then click on Set as Default Template.
OR
To remove the Default Template, click on the Three Dots Icon on the right side of the Project Template, and select Set as Default Template.
Select Remove default template.
Using a Project Template
On the Web
Click the + Create Project button in the Project Feed.
From the dropdown menu, click Use Existing Template.
Select the Project Template you'd like to use and click Choose Template.
Enter your Project Details (Name and Address) then Create Project.
OR
Click the + Create Project button in the Project Feed.
From the dropdown menu, click + New Project.
Enter Project Details (Name and Address) and then choose your Project Template from the Apply a Project Template dropdown menu.
Select Create Project to create the Project.
In the app
Log into CompanyCam.
Select + New Project.
Type the Project Address or Confirm the Project Location.
Name the Project and select Use Project Templates.
Select the Project Template that you'd like to use. Once you've selected your Project Template, tap on Create.
Your Project has now been created, from here, you can start taking or uploading Project photos!
Now that you've created your project, you can start capturing and uploading photos!