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KIMBERLYREA
Community Advisor
KIMBERLYREACommunity Advisor
Community Advisor
June 21, 2018
New

Expand New Projects from template box

  • June 21, 2018
  • 1 reply
  • 337 views

When creating a project from a template, the box area is small and only accounts for a certain number of characters. Would like to expand that out and account for the length of the template or wrap the template name so users can read and entire wording.

1 reply

S
StephanieFi
Level 2
August 28, 2018

This would be AWESOME and is much needed. It truly should be best practice to create a new project from a template. With such a small box to select your template -- and not intuitive either -- it is very hard for user acceptance to use this method.

Ideal User journey:

New project Drop down contains: "New Project, Blank" "Import MS Project" "Request Project" "New Project, From Template"
User clicks "New Project, From Template"
Pop up appears with normal template selection (same as when you attach a template to a project)
User can type in the template they want or type "% " to see the full list they've got access to
User selects correct template
User can click through the other prompts & fill out accordingly "Exclude", "Options", NEW: "Project Details", "Custom Forms"
User will click "Finish and Attache Template"

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