Project templates

Create and configure project templates for your companies

Updated over a week ago

Project templates are the best way to get your companies and employers off on the right foot as they start to create projects within your portal.

Main benefits:

  • Showcase the exact types of projects you are looking for

  • Provide examples of well written projects that meet your needs

General

Private templates

Any project templates you create for your portal are only shown to companies who are working inside your portal. When these companies go to create a new project or just generally want to browse / view templates available to them, they will see any of the templates you have created.

Default templates

If you do not want to create any project templates yourself, but still want to allow companies and employers to browse a library of pre-made templates, your portal will come supplied with a list of default templates already available to you which have been carefully created and maintained by Riipen.

You can disable Riipen's pre-made templates at any time if you wish to only have your own project templates displayed to companies.

How to

View all project templates

To view all project templates created for your portal:

  1. Click "Project templates" in your main navigation menu

View a project template

To view a project template created for your portal:

  1. Click "Project templates" in your main navigation menu

  2. Click the project template you want to view

Create a project template

To create a new project template for your portal:

  1. Click "Project templates" in your main navigation menu

  2. Click "Create project template"

  3. Fill in the project templates details

  4. Click "Submit"

Edit a project template

To edit a project template created for your portal:

  1. Click "Project templates" in your main navigation menu

  2. Click the project template you want to edit

  3. Click the pencil icon

  4. Edit the details of the project template

  5. Click "Submit"

Changing a project template will not affect any previously create projects which used the template.

Delete a project template

To delete a project template created for your portal:

  1. Click "Project templates" in your main navigation menu

  2. Click the project template you want to edit

  3. Click the trash icon

Enable / disable default project templates

To enable or disable the display of default project templates for companies and employers in your portal:

  1. Click "Settings" in your main navigation menu

  2. Click the "Projects templates" tab under the "Companies" group

  3. Check or uncheck "Enable Riipen default project templates"

  4. Click "Submit"

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