Before you can create a project from a template, you must have access to your Mox workspace and have a role other than View and Download or View Only.

Step 1: On the Home page or Projects page of your workspace, click + Create Project.

Step 2: A window will appear to create a new project. Enter a name for your project.

Step 3: If the project owner will be someone other than you, select a new Project Owner from the drop-down.

Step 4: (Optional) Click in the Due Date field to add a date. If your schedule changes, you can update it later.

Step 5: (Optional) Click in the Notes section to add anything you want to mention about your project to afford information.

Step 6: For the Project Template, from the drop-down, select the template that is best suited to the project that you want to create.

Note: Mox offers pre-configured templates for easy project setup! Once your project is created, you are able to modify it if needed.

To learn more about the pre-configured templates, see the following related article: Mox's Pre-configured Project Templates.

Step 7: (Optional) Add any Attributes and set values to associate with your project assets.

Step 8: Click Create. A new window opens showing an overview of your new project created from a project template.