Preset Folders in new Projects

[BillGa]

Is it possible to have preset folders created in the document section when you create a new project (original creative, invoices, copy, etc. etc.)? I am guessing it would be possible when you use a project templates to create a project but I am wondering if you could do it if you don't use a template. Our projects are so varied that we generally only use templates for repeat projects. Any ideas anyone?
thanks! Bill Gattinger Senior Manager, Automated Communications Reputation & Brand Office 780-392-7087 | Mobile 780-686-3957 ATB Place, 2100-10020 100 St NW, Edmonton, AB T5J 0N3 "http://www.atb.com/Pages/default.aspx" atb.com If you have received this email in error, please let me know by return email so I can make sure it doesn't happen again. Because emails can contain confidential and privileged material, I'd ask for your help by deleting it and any attachments. Thanks! We like to keep people up to date with information about new products and services at ATB or changes that could affect you. You can check out more about ATB and CASL at "http://www.atb.com/important-information/privacy-security/Pages/ATB-and-CASL.aspx" http://www.atb.com/important-information/privacy-security/Pages/ATB-and-CASL.aspx If you would like to unsubscribe from our updates, please use this URL - "http://www.atb.com/important-information/privacy-security/Pages/unsubscribe.aspx" http://www.atb.com/important-information/privacy-security/Pages/unsubscribe.aspx

[ElanNa1]

Bill, Setting up template(s) with preset folders would work. You could also copy and existing project if there is a folder structure existing within a project that is already in the system. The system gives you the below options when copying a project so you can select the status and just not clear the documents section. Project Name Select StatusCurrent Options

Clear Assignments Clear Financial Information Clear Progress Clear Approval Process Clear Custom Data Clear Reminder Notifications Clear Documents Clear Expenses Clear All Predecessors Clear Permissions

Select All Elan Nardi

[VincentGo]

Instead of templates, are you making each project from scratch, and then populating each project with tasks? Are the Document Folders consistent across different projects? (ex. The tasks vary greatly, but the Folders are generally the same) If that's the case, you can make a blank Project template with those preset project folders...and then add your tasks as you are currently. Vincent Goodwin The Capital Group Companies

[ConnieSu]

Bill, It would be interesting to understand the perception of "so different". I've found that projects have a general cadence that they run through, especially given the folder titles you are looking to standardize. I've attached screen shots of a template I've created for our Marketing creative team. I'll have to send you the screen shots via email, my company is blocking the source of the attachment function. Connie Connie Sutherland BSC

[BillGa]

Thanks Connie. Love to see the screenshots you made of the standardized folders. wgattinger@atb.com thanks!! Bill Gattinger ATB Financial Edmonton AB