June 20, 2024

How to Use Project Templates in Hive

3 min read


If you’re a Hive person, obtain out how to use equally native and personalized job templates to make your job management set up more streamlined.

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Hive was established in 2015 to convey project administration and AI together, presenting features like automatic process management, custom made workflows, messaging and collaboration in just one system. Past these main characteristics, Hive also features templates for teams that want to make their projects standardized and repeatable.

Rather of presenting hundreds of templates to opt for from, Hive reins its templates in and delivers only a pick out couple that are essential to project management. You will find templates for the likes of agile development, consumer initiatives, written content calendars, complex timelines, new use onboarding, inventive workflows, roadmaps and strategic arranging.

SEE: Employing kit: Job manager (TechRepublic High quality)

If you are new to Hive, you are going to most likely want to begin your journey with a template due to the fact it helps make acquiring up to speed with the system substantially much easier. In its place of having to take the time to style and design a project from scratch, you can simply apply a template and customize it to suit your requirements.

In this tutorial, I’ll exhibit you how to use a venture template in Hive.

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What you will want to use challenge templates in Hive

The only issues you are going to need to have to comply with along are an energetic Hive account and a task. This can be a free of charge or paid out account, as the templates aspect is available for equally person groups.

How to use your first template in Hive

To start, log in to your Hive account. You’ll then need to find or create a new task. A person of the quirks of Hive templates is that you can not generate a new undertaking based mostly on a template, as the solution is only accessible by way of the Additional menu from within just an present task.

The only exception is any template you make from an current venture will be obtainable from the Jobs segment, so you can then develop a new venture based mostly on that template. For pre-built templates, you have to apply them to existing jobs.

SEE: How to create a tailor made subject in the Hive challenge manager (TechRepublic)

Now, from your project’s default watch, simply click A lot more in the leading right corner. From the A lot more drop-down (Figure A), click Utilize Job Template.

Determine A

The Extra drop-down is exactly where you accessibility the Undertaking Template aspect.

When the Implement Job Template pop-up opens (Figure B), find the template you want to use from the Decide on Undertaking Template fall-down and click on Use Undertaking Template.

Determine B

The Hive Apply Task Template pop-up.

Your new template will right away be applied to the selected job. Dependent on the template you pick out, you are going to locate it also populates your board with a variety of instructive cards (Determine C) geared towards supporting you customise the template.

Figure C

My new Innovative Workflow template has been utilized and is prepared to go.

How to make a new template from your customized template

Here’s a useful trick that will save you time later on on. After you have applied the new template to your project and have custom-made it to fit your demands, you can then save that venture as a new template ahead of you get started introducing cards and assigning staff members.

To do this, click on More | Save As Template. When prompted, simply click Save As Template in the ensuing pop-up (Figure D).

Determine D

Saving our present project as a new template alternative in Hive.

You will not get the probability to identify the template, as it will be named right after the project from which it was produced.

Venture templates produced simple

Hive may possibly not supply almost the amount of templates as some other job management platforms, but with the capability to effortlessly use them and develop new templates from your custom function, the aspect is all you want to insert exquisite and successful job administration to your small business.

Study subsequent: The 10 best venture management software and equipment (TechRepublic)


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