Using Templates

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

  • 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.

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

  • 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.