create a template from scratch, which you can easily do from the template section, and you鈥檒l see the list of my templates that currently exist to create a brand new template from scratch. You鈥檙e going to just click new template and it will bring up the template landing page, much like your workflow for creating a new project from scratch. You鈥檒l do the same with templates. I鈥檓 going to go ahead and name this marketing video production. We鈥檒l go ahead and click to Save. So what I鈥檓 going to do is I鈥檓 going to really take the first three most important steps to get this template created, and that is to create tasks to set up the timeline of these tasks using duration and predecessors. And then finally, I鈥檓 going to make assignments. So let鈥檚 get started with step one and two, by creating those tasks and setting up their timeline. And then we鈥檒l actually pause to go over assignments and what best practices are for setting up your assignments within a template. Now that we have our task created, we have the timeline set up using durations and predecessors, and we鈥檝e made assignments. We want to just pause here so you can really see why I did what I did on this project template. So as you can see on the far left hand side that I鈥檝e got all my tasks set up and they鈥檙e organized according to parent child task relationships. This is a great way to organize your tasks and it鈥檚 a great way to summarize all of the steps for producing certain parts of this process. For example, writing this script, you鈥檒l see that we have draft of the script and the script approval all have a certain duration for completing those tasks. All of that rolls up into the parent task, giving us some summary data for those parent child task relationships. Now, the durations and predecessors are going to be your best estimate as to the time frame that you need and the order, the sequence in which you want to accomplish those tasks. The final element is making assignments. Now that you have those dates set up for when you want your task to start and finish. You really want to make assignments to job roles rather than individual users. These job roles are going to allow you to use our resource scheduling and planning functionalities so that you can down the road when you actually want to produce a video for your marketing team. You can actually find the individuals, the copywriters, the editors, the production artists that have the time, and certainly the skill set to do what you need to do. Now that we have our template created, we are ready to go ahead and produce video from this project template. Let鈥檚 show you how I鈥檓 going to go back up to the projects area. I鈥檓 going to find this new project button when I click on that. You guys already know that you have the two options to create a project from scratch or to use a template. And that鈥檚 the whole point of this video is to make sure you guys are using these templates to the best of your ability to capture these standardized workflows. So now whenever my marketing video guys want to produce a video, they鈥檙e just going to click on marketing video production. They鈥檒l go ahead and name their project. In this case, it鈥檚 going to be a client testimonials, and then they鈥檒l go ahead and make a couple of adjustments to perhaps the planned start date. Maybe we want this to start. So the 29th of May. And then we鈥檒l go ahead and have this start with the planning status. Now, because we created those tasks. The timeline for those tasks and the assignments, there鈥檚 really just a couple of things that we need to do first thing is going to be really the same path as we did before. We鈥檙e going to make sure that the tasks are set up how we want. So in this case, maybe I鈥檓 reviewing this and maybe, you know, we want to have a proofing process in here with our script writing. So I鈥檓 going to go ahead and we鈥檒l just select the task and we鈥檒l go ahead and right click on it. We鈥檒l insert a task above our script approval, and I鈥檓 just going to add a task. It says proof script, and then we鈥檒l go ahead and and save that. And I鈥檓 going to make some adjustments to the duration of this. Maybe this will take us a couple of weeks to get that done. And you鈥檒l see here that this is starting to fit into the flow of of my timeline. I鈥檓 gonna go ahead and out of predecessor. Now this is going to happen after we draft the scripts. We鈥檒l save this. And this is how you鈥檙e going to really enhance the workflow of what you鈥檙e doing. So now that I鈥檝e gotten some extra tasks in here, and we鈥檒l go ahead and we鈥檒l make sure that our assignments, for example, this new task here, has a copywriter job role and then really the next steps from here, are to make specific assignments. And I鈥檓 not going to do that now just because we would go into perhaps using ours resource scheduling tool. You could even just do a quick assignment, a smart assignment here by having and on this task was go ahead and we鈥檒l just see who else is available, not even available, but really who has that job role we鈥檒l have can do here. And you鈥檒l go through and make all of these assignments out as you鈥檙e wanting to execute your project. Let鈥檚 flash forward here and let鈥檚 say that we鈥檝e gone through and and this project is maybe near completion or we鈥檝e just completed the project. One of the things you can do if you have a new and improved way of producing videos, you can take these existing projects and you can save them as a template. All you need to do is save as template. I鈥檓 going to go ahead and will do that. And there鈥檚 really a three step process. Pretty simple where we鈥檒l named a template we鈥檒l call this new marketing video production and we can attach any custom forms that we want. I鈥檓 going to go ahead and go to the next step and we can decide from the existing project what is it that we want to keep? What is it that we want to clear out? Certainly things like maybe documents that we want to clear out, there might be things like expenses and other items that you maybe just don鈥檛 want to capture on the template natively. So we鈥檒l go ahead and just clear those things out and then we鈥檒l go ahead to the next step where we can, if we needed to maybe remove some of the tasks that we added ad hoc to this project as we鈥檙e executing it. That was really just relative to what we鈥檙e doing here. For us, really, everything went pretty standard, so we鈥檙e happy with what the tasks are in this project. We鈥檒l go ahead and finish and save it as a template. Now, next time you want to go ahead and build out a project from a template or in especially producing a video, you鈥檒l see that in our project section we can create a new project. And yes, we still have the old marketing video production template here, but you鈥檒l see that we have the new marketing video production template just below it. Certainly you don鈥檛 want to have too many of these templates piling up, so we could go ahead and manage our templates by going back into that templates area and getting this cleaned up. So I would go ahead and we would just delete some of these out of here so that we don鈥檛 have any confusion about the next time somebody from our video team wants to go ahead and produce a video for the marketing department.
