How to Set Up Custom Templates in Plannerly (the Right Way)

Step-by-step guide: https://help.plannerly.com/en/article/choose-which-templates-appear-in-project-libraries-in-plannerly
Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/

Copying an old project to start a document carries out-of-date wording from job to job. Here is how to use Template Management in Account Settings so every project Library offers only your company's approved templates and nothing else. No more documents copied from last time.

In this video:
0:00 Why old copies spread
0:15 Template Management
0:33 Save and check Library

Next: SmartFields: Change One Value, Update Every Document: https://youtu.be/vvPC04w1-Z8
The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s

Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information.
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Help Center: https://help.plannerly.com/en/

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