Building a new project kit
This article applies to the following permission levels:
|❌ Contributor||❌ Author||✅ Designer||✅ Admin|
Template Library: A central repository where all of your organisation's available templates are stored in the Outfit platform. This is where you will go to find and add a new template to your project.
This article will show designers and administrators how to build project kits.
What are Project Kits?
A project kit is a folder containing a preset collection of templates that users can add as a starting point when creating their own projects.
Why are Project Kits useful?
When a user creates a new project, the project is empty until templates are added via the Template Library. However, it can sometimes difficult for authors to know which templates they should add or where they belong in the Template Library.
The above video shows how users add documents into empty projects.
This is where Project Kits come in. Admins can create 'kits' for their users by choosing a collection of documents that will automatically appear inside the project kit. For example, if an administrator creates a 'Social Media' kit for their authors, the project may contain social- media related templates such as Facebook and Instagram tiles. This enables users to start creating documents sooner.
The above video shows how project kits already contain documents when added.
How to create a Project Kit
- To build a project kit for your users, you will first need to create a new project. To do this, jump into the 'Projects' screen and select 'New Project'.
- Select the 'New Empty Project' tile.
- Choose which team/s you would like to have access to the project kit.
- Give your project a name and hit 'Create Project'.
- Once inside the project, click 'Add Document'.
- From the Template Library, choose which templates you would like to be a part of the project kit, then once happy with the , click 'Create Documents'.
- Once inside the created project, click the 'Settings' tab at the top of the screen.
- Scroll down towards the bottom of the project settings to the section titled 'Convert to a Kit' and select the 'Convert to a Kit' button.
- Give the project kit a name, description and thumbnail (the thumbnail is the image that appears to users when they go to create a new project). Then hit 'Create Kit'.
- The project kit will now be accessible to users in the assigned team/s when they click on the 'New Project' button.
NOTE: You can update the Project Kit from the 'Project Kits' tab, as per the below screenshot.
Supporting video tutorial
Frequently Asked Questions
What if the project kit contains templates that are not available to a team?
If a team has access to a Project Kit but does not have access to the templates inside it, they will only see the templates they have access to.
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