Project Templates

This page houses all of the different project templates that have been set up within the COS server.

Screen Shot 2025-04-02 at 7.50.01 PM

The available templates include Voter ID, Patch Thru, GOTV, SMS/MMS, Robocall IVR, and Smart Patch.

To navigate to the project templates page, follow these steps:

  1. Select "Management" from the main menu.
  2. Then select "Project Templates."

From the Project Templates page, users can create new templates, edit existing ones, or delete templates as needed. This allows the information to be pre-populated into corresponding projects.

Additionally, these project templates can be assigned to specific clients. Users also have the ability to edit the status codes, complete types, and Venn codes associated with each template.