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Create an information production schedule from a template

Use an existing outgoing handover template to quickly create a new information production schedule for your project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the template picker​

From your project, select the option to start a new information production schedule from a template to open the Schedule template dialog.

Open the template picker

Step 2: Review available templates​

In the dialog, review the list of outgoing handover templates available for your organisation, including their names and any visible item counts.

Review available templates

Step 3: Handle loading and errors​

If templates are still loading, wait for the spinner to finish; if an error warning appears, follow the on-screen guidance or try reopening the dialog.

Handle loading and errors

Step 4: Choose a template​

Select the most appropriate template for your project to begin creating a new information production schedule based on its deliverable lines.

Choose a template

Step 5: Confirm schedule creation​

After choosing a template, wait while the schedule is created from the selected template; once complete, you are taken to the new register view to refine responsibilities and milestones.

Confirm schedule creation

Last updated: 2026-07-13