Project templates save you time on repeating projects. You can preset a template and then reuse a project as many times as you like.
Creating a New Template
- Open Projects,
- Click Templates,
- Click +New Template,
- Enter a Name.
- Add People. They’ll be invited to every project created from the template,
- Create Tasks and Task Lists (learn more),
- Set Discussion topics (learn more),
- Upload Files (learn more),
- Add Notes (learn more),
- Click Save Template.
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.
Creating a Project from a Template
- Open Projects,
- Click +Start a New Project,
- Choose an existing template from the Template field,
- Fill out the rest of the project form as usual.
Creating a Template from a Project
- Open Projects,
- Click on the three-dots menu,
- Select Convert to Template,
- Click on Convert.
A new template will be created with the name of the project. All tasks in this project will be copied to the new template.
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.
- Open Projects,
- Click on the three-dots menu,
- Select Apply Template,
- Choose which template to apply,
- Click Apply.
When applying the template, select a date in the date picker to define a start date for the tasks.
