Creating a project template is quite easy when you have already added at least one project to your Aïdi account. In other words, you are creating a project template from an existing project. Here's how to do it:
Go to the main menu, then click on the Projects tab.
Find the project you want to use as a template.
- On the project line, click the Details button on the right . The project page opens.
Click another Details button, this time in the upper right corner of the details page where you are . The details page of the selected project opens.
This detail page is divided into several panels. In the DESCRIPTION panel, you find the field Set this project as a template. Click in the checkbox following this field. A confirmation message appears in the upper right corner of the details page, confirming the choice of this project template