Using Templates

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 #

1

Open Projects.

2

Click Templates.

3

Click +New Template.

4

Enter a Name.

5

Add People. They’ll be invited to every project created from the template.

6

Create Tasks and Task Lists (learn more).

7

Set Discussion topics (learn more).

8

Upload Files (learn more).

9

Add Notes (learn more).

10

Click Save Template.

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 January 1, the task due date would then be January 4.

Creating a Project from a Template #

1

Open Projects.

2

Click + Start a New Project.

3

Choose an existing template from the Template field.

4

Fill out the rest of the project form as usual.