Rave's Projects - Custom Export Templates sub-tab is where you can create and manage your project's custom export templates. You can search for an existing template by keyword name or create a new template by clicking the '+ Custom Export Template' button located at the top right of your screen. The action icons to the right allow you to do the following with your templates:
- The pencil edit icon - allows you to edit your template i.e. change the template name, and the fields that will populate your export file
- The red Trashcan icon - allows you to delete your template
How to Create a New Projects - Custom Export Templates
To create a new custom export template, click on the '+ Custom Export Template' button - this will open the Project Custom Export Template pop-up. Then type in a name for this template, e.g. All Projects Nearing Completion. Then select Create - this will open the Custom Export Template Screen.
You can now start selecting which fields you would like to include in your custom export. All fields on the project details screen are selectable, and you can order the export columns as needed.
Note: You can use the 'Select All' icon to add all the choices to your export and then unselect the ones you don't need before selecting 'Add'.
Once you have added any selections, you can still edit the template name, delete or edit each line via the 'Delete' and 'Edit' buttons, and delete all selections using the discard button. You can use the '=' icon to the left of any line to click and drag / reorder your choices.
Once you have made your selections, click on the 'Back to List' button to the top right, and you will see your template ready and available for you to use via the Projects list page.
For a step-by-step guide on using your Project's Custom Export Templates, check out our Projects - Project List Export FAQ for assistance.
