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Matidor 101: Configure Project Templates | Standardize Projects and Save Time

Learn how to configure Project Templates in Matidor so every new project starts with the right structure, fields, and settings. In this quick tutorial, you will see how templates help you standardize recurring work and reduce manual setup across your workspace.

In this video, you will learn how to:

  • Navigate to the Templates area and open the Project Templates tab
  • Work with local custom fields and shared global fields inside a template
  • Prioritize and group fields, set them as required, and control visibility for new projects
  • Use Project Template settings to connect Work Templates and enable features like schedule and budget tracking
  • Archive or safely delete templates while protecting existing project data

Configuring Project Templates in Matidor helps your team stay consistent, organized, and efficient from the moment a project is created.

Start setting up your Project Templates in Matidor today. To learn more or sign up for a free demo.

Transcript

What This Video Covers

This tutorial explains how to configure Project Templates in Matidor so every new project starts with a consistent field structure, required information, and connected features. Project Templates define which custom fields appear on a project, how they are organized and grouped, which fields are required before a project can be saved, and which Matidor features such as schedule tracking, budget management, and Work Templates are enabled by default.

Who This Is For

This video is for Matidor administrators and workspace managers setting up templates for their organization, operations leads who want to enforce data consistency across all projects, and project managers who are tired of manually configuring the same field structure every time a new project is created.

Step-by-Step Walkthrough

The tutorial navigates to the Templates area in Workspace Settings and opens the Project Templates tab. Inside a template, you work with two types of fields: local custom fields that are specific to that template, and shared global fields that appear across multiple template types for consistency. Fields can be reordered by priority, grouped under custom section headings, set as required to prevent project save until filled in, and toggled between visible and hidden to keep forms uncluttered.

The tutorial then shows the Project Template Settings section, where you connect a Work Template so every project created from this template automatically inherits the same work item structure. You can also enable schedule tracking and budget tracking here so these features are activated by default. The tutorial concludes by showing how to archive or delete templates safely — archiving hides a template from new project creation without affecting existing projects that were already built from it.

Key Takeaways

Project Templates in Matidor are the foundation of a consistent, scalable project management workflow. By defining required fields, field groupings, and connected features once in a template, your organization ensures that every new project — regardless of who creates it — starts with the right structure and the right data, reducing rework and making reporting more reliable across the portfolio.