Project Templates in ActiveCollab allow you to save time by reusing a predefined structure for similar types of projects. You can pre-set a template and then reuse a project as many times as you like.
How to Create a Project Template?
In ActiveCollab, there are two ways to create a Project Template:
From scratch via the Templates section:
- Step 1: Log in to your ActiveCollab account
- Step 2: In the Projects section, click on Templates
- Step 3: In the top-right corner, click on the New Template icon
- Step 4: Enter a name for your new template in the top-left corner
- Step 5: In the people section, select users who will be automatically added when creating a project from this template
- Step 6: Create Tasks and Task Lists
- Step 7: Set Discussion topics
- Step 8: Upload Files
- Step 9: Add Notes
- Step 10: Once finished, scroll back up and click the Save Template button in the top-right corner
Note: Template Due Dates
Template due dates are relative to the project start date. For example, you set the due date for a task to be due 3 days after the project is created. If you created a project from the template on the 1st of January, the task due date would then be the 4th of January.
Converting an existing project into a project template
- Step 1: Log in to your ActiveCollab account
- Step 2: In the Projects section, open the project you want to convert
- Step 3: Click on the three-dot menu (...) in the top-right corner of the project’s name
- Step 4: From the dropdown menu, select Convert to Template
- Step 5: In the Convert to Template window, enter a name for your new template or keep an existing name
- Step 6: Click on the Convert button
ActiveCollab will create a template based on the structure of that project, including task lists, tasks, assignees, due dates, and labels (if any).
Note: This process does not affect the original project. The template is a copy that you can modify separately.
How to Create a Project from a Template?
- Step 1: Log in to your ActiveCollab account
- Step 2: In the Projects page, click on the New Project icon in the top-right corner
- Step 3: Name the project by filling up the Project Name field
- Step 4: Click Show more options underneath the Description box
- Step 5: Click on Choose a template
- Step 6: Choose an existing template from the dropdown menu
- Step 7: Scroll all the way down and click on the Create Project button in the bottom-left corner
How to Apply a Template to a Project?
A template can be applied to an existing project in order to add the tasks and task lists from a template to any project at any point in time.
- Step 1: Log in to your ActiveCollab account
- Step 2: In the Projects page, open the desired project
- Step 3: Click on the three-dot menu (...) in the top-right corner of the project’s name
- Step 4: From the dropdown menu, select Apply Template
- Step 5: Choose which template to apply from a dropdown menu
- Step 6: Select Tasks Start date
- Step 7: Click on Apply
Note: the Tasks Start date depends on the date settings on the tasks in the template. For example, if the task in a selected template is set to start on 1 day from project start and the due date is set to 2 days from project start, when applying the template and selecting the task's Start date to be Jun 12, the task’s start and due date will be 12. Jun - 13. Jun.
How to Edit a Project Template?
- Step 1: Log in to your ActiveCollab account
- Step 2: In the Projects section, click on Templates
- Step 3: Click on a template you wish to edit
- Step 4: Make the changes to the template, such as:
- Template name
- People - add new users by checking the box next to their name or remove users by unchecking the box next to their name.
- Task Lists and Tasks
Assignees
Start and Due dates
Labels
- Step 5: Once done, click on the Save Template located in the top-right corner
How to Delete a Project Template?
- Step 1: Log in to your ActiveCollab account
- Step 2: In the Projects section, click on Templates
- Step 3: Click on a template you wish to delete
- Step 4: Click on the trash bin icon in the top-right corner next to the Save Template button
- Step 5: Click on the Move to Trash button to confirm deletion
Note: The template will remain in Trash for 30 days. To remove it permanently, go to Trash and empty it.