Template Terminology:
- Principal Template: A top-level, or main template, which can have many related versions.
- Principal Version: A record that holds the version information (e.g., version number) for a single related template.
- Project Template: A template is a type of Project, which can be used to create Projects when there is a repeatable process in place (e.g. onboarding new customers to a product). Each template has a version and principal record above it in the hierarchy.
- Template Hub: Template Hub is a user interface specifically designed for managing all aspects of a template.
Project Terminology:
- Parent Project: A top-level, or main project, which can have many related sub-projects. Parent and sub-projects can have up to 5 levels of relational hierarchy.
- Sub-Project: A child record, under a parent project. Often used as when smaller (sub) project initiatives roll up to a single, larger (parent) project initiative.
- Task Group: A child record to Projects. A Task Group is like a house for Tasks in the same family (e.g., Phase 1 Tasks).
- Task: A child record to Task Group, and to Project. An item to assign to a single owner, with due dates, time tracking, and progress tracking.
- Milestone: A single day Task, often used to ensure a specific deliverable is on-time. Visually depicted with a diamond icon.
- Checklist: A child record to Tasks. Checklists are simple, more lightweight versions of Tasks – they don’t include dates, time or progress tracking, and act like a to-do list of bullet points on a Task.
- Checklist Item: A child record to Checklist. Singular bullet points that are a more light-weight version of a Task.
- Queue: A placeholder assignment of ownership on a Project, Task, or Checklist Item, often used in templates. Queues allow for easy bulk reassignment of items after a template is cloned.
Automation Terminology:
- Stitch: Stitcher is an automation feature that builds a project by combining templates or parts of templates, using logic-based automation, or manual selection. Projects can be built by joining together multiple template projects and task groups. This feature can be used for both initial project setup, and for in-flight projects that need additional tasks or task groups added.\
- Clone: An automation feature that creates exact replicas of the record being cloned – templates, projects, task groups, or tasks. This feature can be used in logic-based automation, or manual entry.