You can automate templates settings by uploading the template your organization uses
Before setting templates, Add an information entry template from a CSV.
For the created project
- Select the project you want to set template.
- Click Manage Button.
- Click on "Project information" and scroll down to "Template".
- Select the template's name you want to set from each list and Click Save changes.
For a new project
- On projects list screen click Create a new project.
- Click Detailed settings Tab.
- Select the template's name you want to set from each list and Click Create project.