Workroom details

In the "Workroom details" part of the Workroom wizard you can:

Enter a Workroom name.

Optionally, add a description for the Workroom. You can also format the text in the description.

Optionally define a due date with the "Due date" button . By this date, all tasks in the Workroom should be finished.

Optionally, set the "Repository" field.

Once set, the repository cannot be changed. If you don't set the repository when creating a Workroom, you can set it later when editing.

Optionally, manage your team and team roles.

Optionally, save the Workroom structure as template.

Save a Workroom as template

In the Workroom wizard you have the option to save the Workroom structure as template and re-use it later. You can either save an existing Workroom's structure as template or do it while creating a Workroom.

In the "Workroom details", click the " Save as template" button .
A dialog opens where you can edit the name of the template and choose a template category.

An info note in the dialog tells you which existing Workroom settings will be included in the newly-created template.
Click "Save". The current Workroom's structure will be saved to the chosen template category and can be accessed via the template chooser.