sales@onepager.com +1.303.779.0344

How to create a standard template to share with your team

If your team finds itself creating project views with the same basic format over and over, you can save time by making a common template. That way, no one has to set up formatting by hand.

Start with any existing project view. Once your project view's formatting is just the way you want it, click the Copy to Template button to the right of the Project-View Properties button on the Home tab:

Copy to Template button

You will have the option to save your template as a *.tat file for future use. You can save your template into OnePager's default templates folder, or anywhere else on your network.

Now you can (1) customize your template, (2) use your template, or (3) share your template with other OnePager users.

Customize Your Template

The tabs on the template menu - shown below - are almost identical to the tabs in the Project-View Properties form inside OnePager. This is because when you hit the Copy to Template button earlier, you basically copied the Project-View Properties settings from that project view into the menu you see now.

Template menu

From this Templates menu, you can change the properties of future project views that you create from this template. For example, if you want tasks to always be sorted into swimlanes by "Resource Names", you can specify that in the Rows/Swimlanes tab, and then click Save and Use at the bottom to save your default settings.

There is also an "Other Columns" tab in the Templates form, which you won't find in the Project-View Properties form. Other Columns allows you to add additional data columns to your OnePager report. For example, if you want OnePager to read a "Text1" field that displays Red/Amber/Green status for each task, you would just add "Text1" to Other Columns. Now you can sort or format data based on these custom values.

Other columns

Use Your Template

To use your template, simply click on the OnePager button from your Add-Ins tab and create a new project view. Unless you specify otherwise, OnePager will make this new project view using the template you just made. That means all the project-view properties you copied into your template will be applied to this brand-new project view.

You can change which template new project views are based upon from the Change button shown below. You can also choose from several templates that come pre-loaded with your installation of OnePager.

OnePager Choices Form

Share your template

When you create a template, it is saved as a *.tat file:

OnePager Templates Folder

To share your template with someone else on your team, simply send them the *.tat file. You can choose to e-mail your template, or you can store templates in a shared network folder for easy team access.