Template Versioning
Template Versioning enables users to create, manage, and compare multiple versions of templates in real time, providing historical backups that prevent accidental overrides, allow performance tracking over time, support reverting to earlier versions, and ensure ongoing projects can use older templates while new projects adopt updated ones.
The Key to Worry-Free Improvements
Make Real-Time Improvements with a Historical Backup
Template Versioning allows users to efficiently improve upon existing and active templates while maintaining insight into past versions. See how changes to a template impact project performance over time and revert back to an earlier iteration if necessary. Version control ensures that past versions can’t be modified, preventing accidental overrides. It’s also a great way to set benchmarks from successful projects.
Performance Tracking is as Easy as 1, 2, 3
How does anyone meet their goals or beat their own record? By reviewing what did—and didn’t—work. Template Versioning provides a historical record to set benchmarks from successful projects, as well as lays out how changes to a template impacted a project’s performance over time.
What Can Template Versioning Do for You?
- Compare template performance over a period of time or between updates and improvements
- Rest assured that the latest active version of a template is the one being cloned through addressable IDs that remain constant through all versions of a template
Frequently Asked Questions
How does Template Versioning work — does it allow me to maintain multiple versions of a template?
- Template Versioning lets you create and manage multiple versions of the same template. This allows teams to update processes over time while keeping older versions available for reference or ongoing projects.
Can users still start a project from an older template version once a new version is deployed?
- Yes, users can still start projects from older template versions even after a new one is released. This flexibility lets teams continue ongoing work with the version they know while newer projects adopt the latest updates.
What version‑control features are included (rollback, compare changes, etc.)?
- Template Versioning includes tools to compare changes between versions, track updates, and roll back if needed. This makes it easy to review edits, maintain control, and restore earlier versions when necessary.
How do I manage versioning across teams and ensure everyone uses the correct template version?
- You can manage versioning by setting clear permissions and designating who can publish or update templates. Once a new version is released, you can communicate or enforce its use so all teams consistently start projects from the correct template.
Maximize, Optimize, and Streamline with Template Versioning
Best for
- Onboarding Leaders
- Project Managers
- Data Analysts
Make Changes, Not Mistakes
Make updates to active templates without worrying about overriding the wrong things; simply revert to an earlier iteration if new changes aren’t getting you the results you want.
Let History Repeat Itself
Easily review the impact of modifications to project templates and use that data to set benchmarks for best practices from historically successful projects.
Streamline In-House Onboarding
Use the template record to onboard new project managers to ensure that standardized processes and methodology are used across all projects.
Faster Delivery = Faster $$$
Make changes to existing processes in real time to better reflect project needs so you can hit your deadlines, make your customers happy, and get paid.
Relevant Resources
Feature Highlight: Template Hub & Template Builder
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How to Improve Your Onboarding Program Though TaskRay’s Template Performance
By Sunny Harmon, TaskRay Director of Customer Success
Are you considering using the new Template Performance feature in the June 2019 release? Reviewing performance is one of the most important aspects of a successful onboarding program. How do you drive customers to value quickly without understanding where in the process customers are successful, where they [...]
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