Create a project template

Is your team often working on the same kind of activities? And you don't want to recreate the same projects and tasks time and time again? 

 

We got you covered. We've made it very easy for you to save any project as a custom project template so that your team can get up and running with a new project in seconds.

 

Create Template

To create a new project template:

• Navigate to the project you would like to use as a source for your template.
• Click the Project menu in the top left.
• Select Save project as template... from the dropdown menu

Next, enter a name and optionally a description that clearly describes the purpose of your template. Click Next to continue.

In the next step, you can configure your template options:

Include project owners & members. Include the project owners & members in your template if you want to invite the same owners & members to new projects created from this template. All tasks will be assigned to the same members as set in your source project. If you opt to not include the project owners & members, all tasks will be assigned to the creator of the new project.

Include task due dates? Task due dates can be included in the template as well. These due dates will be recalculated relatively to either the start or due date of the new  projects created from your template.

Furthermore, you can select a default view (e.g., list view or kanban view) and grouping option (e.g. group by due date) that will be applied when a new project gets created.

In the next step, you can decide to share your template with other team members. By default, only the creator of a template can use the template to create new projects. If you want your colleagues to use the same template as well, you can share your template with them.

To do so, simply add them to the users list.

Click the Create Template button to confirm.

Start a new project based on your template

When you now create a new project, your newly created project template will be listed under the My Templates tab.