What are Default Folder Templates?
Default folder templates is a feature that allows Admins to establish a standardized folder structure for new projects automatically at the organization level. This feature streamlines the process of setting up projects by enabling administrators to select a preferred template, which becomes the default structure for all newly created projects. While this ensures consistency, saves time, reduces errors, and enhances overall user flexibility, it is important to note that specific documents, such as PDFs or other files, cannot be preloaded into new projects by default.
Set Your Default Template in Organisation panel
The first step in utilizing this feature is navigating to the Organization panel. Admins are empowered to select their preferred folder template and, with a simple click, designate it as the default choice for all newly created projects. This means that every time a project is initiated, the chosen template will automatically be applied, saving valuable time and ensuring consistency across projects.
Switch Templates Easily when creating a project
While your default template is automatically preselected when creating a new project, you have the option to switch templates effortlessly when creating a project. By clicking on "Folder template," users can explore and choose a different template that better suits the specific requirements of each project. This ensures that your team can adapt to diverse project needs without sacrificing efficiency.
Limitations of Preloading Documents
While default folder templates can be standardized, specific documents, such as PDFs or other files, cannot be preloaded into new projects by default. This limitation means that shared documents will not automatically appear in the default folders of new projects.
Workarounds for Document Accessibility Across Projects
To make certain documents accessible across all projects, you can use the Organisation-level Documents area. Here’s how this workaround functions:
Add the shared documents to the Organisation-level Documents area.
In any project, navigate to the Documents section and use the Project/Organisation toggle at the top of the interface.
Documents stored under the Organisation section will be accessible across all projects. However, note that these documents will not be placed inside each project’s default folders; they will remain under the Organisation section.
Steps to Access Organisational Documents
Navigate to the Documents section within any project.
Use the toggle at the top of the interface to switch between Project and Organisation views.
Access the shared documents stored under the Organisation section. By following these steps, you can ensure that important documents are available across all projects, even though they are not automatically included in each project’s default folders.