A project kit contains a preset collection of templates that users can add as a starting point when creating their own projects.
USM Content
When a user creates a new project, it is empty until templates are added via the Content Automation Template Library. However, it can sometimes be difficult for authors to know which templates to add or where they belong in the Template Library.
This is where Project Kits come in. Admins can create kits for their users by choosing a collection of documents that automatically appear inside the kit. For example, if an administrator creates a Social Media kit for their authors, the project may contain social media-related templates such as Facebook and Instagram tiles. This enables users to start creating documents sooner.
Create a project kit
To build a project kit for your users, you must create a new project.
- Open the Projects screen and select New Project.
- Select the New Empty Project tile.
Choose which teams you would like to have access to the project kit.
If a team has access to a Project Kit but not to the templates within it, they only see the templates they have access to.
- Give your project a name and select Create Project.
- Once inside the project, select + New Document.
- From the Template Library, select which Content Automation templates you would like to include in the project kit. Once you are happy with your choice, select Create Documents.
- Once inside the project you created, select the Settings tab at the top of the screen.
- Scroll to the bottom of the project settings, to the Convert to a Kit section, and select Convert to a Kit.
- Give the project kit a name, description, and thumbnail. Then select Create Kit.
- The project kit is now accessible to users in the assigned team/s when they select New Project.
You can update the Project Kit from the Project Kits tab, per the screenshot below.
