Help / Projects

Project Templates

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.


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