Creating a Template

Instead of using the existing templates, you can create your custom template to be used for each of the programs if some of the events and tasks are similar across all of your programs. By creating your custom templates, it helps you to save time inserting the same information every time your team starts a new project.

Step 1. On the settings page, click on the “Templates” tab. On the right side of the screen, click “Add Custom.”

Step 2. Enter the name of the template and choose the type of the template. The types of the templates are: pitch,  online event, matching, mentoring, kickoff, demo day, program skeleton, and custom. The descriptions are optional, but it helps the AI to generate milestones and tasks for the WBS template.

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Step 3. Once you enter the name, type, and description of the template, AI will generate milestones and tasks under each milestone, and KPIs. Click "save" to generate your custom template to be used for program creation.  

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