Creating Project Templates and Duplicates

Creating Project Templates and Duplicates

If there's a project you've accustomed perfectly to your needs, and you'd like to use it for many other projects to come, you don't have to create it all over again every time. Create a Project Template out of an existing project, and use it as many times as you need.

How to Convert a Project to a Template?

• Step 1: Click on the Project tab.
• Step 2: Click on the “...” menu next to the desired Project.
• Step 3: Click on “Convert to Template”
• Step 4: Click on “Convert”

Note: The new template will be created with this name. All tasks in this project will be copied to the new template.

Or

• Step 1: Click on the Project tab.
• Step 2: Click on the desired Project.
• Step 3: Click on the “...” menu
• Step 4: Click on “Convert to Template”
• Step 5: Click on “Convert”

Note: The new template will be created with this name. All tasks in this project will be copied to the new template.

How to Apply a Template to a Project?

• Step 1: Click on the Project tab.
• Step 2: Click on the “...” menu next to the desired Project.
• Step 3: Click on “Apply template”
• Step 4: Select the project template from the list.
• Optional: Select the date when you wish for the tasks to start.
• Step 5: Click on “Apply”

Or

• Step 1: Click on the Project tab.
• Step 2: Click on the desired Project.
• Step 3: Click on the “...” menu
• Step 4: Click on Apply template”
• Step 5: Select the project template from the list.
• Optional: Select the date when you wish for the tasks to start.
• Step 6: Click on “Apply”

How to Duplicate a Project?

• Step 1: Click on the Project tab.
• Step 2: Click on the “...” menu next to the desired Project.
• Step 3: Click on “Convert to Template”
• Step 4: Click on “Convert”
• Step 5: Click on the Project tab.
• Step 6: Click on the “Create Project” icon in the upper right corner
• Step 7: Enter the Project name.
• Step 8: Click on “Show more options”
• Step 9: Under template, find the template you’ve just saved
• Step 10 (optional): Fill the rest of the Project info.
• Step 11: Click on “Create Project” at the bottom once you are done.

How to view all Project Templates?

• Step 1: Click on the Project tab.
• Step 2: Click on “Templates”

How to Create a New Project Template?

• Step 1: Click on the Project tab.
• Step 2: Click on “Templates”
• Step 3: Click on the “New Template” icon in the upper right corner.
• Step 4: Enter the desired data for the template, like name, default users, tasks, discussion, etc.
• Step 5: Click on “Save Template” in the upper right corner once you are done.

How to duplicate a Project Template?

• Step 1: Click on the Project tab.
• Step 2: Click on “Templates”
• Step 3: Click on the “...” from the menu.
• Step 4: Click on “Duplicate”
• Step 5: Enter the new template name and click on “Duplicate”

How to Delete a Project Template?

• Step 1: Click on the Project tab.
• Step 2: Click on “Templates”
• Step 3: Click on the “...” menu.
• Step 4: Click on “Move to Trash” from the menu.
• Step 5: Click on “Move to Trash” to confirm.
  
  

How to Edit a Project Template?

• Step 1: Click on the Project tab.
• Step 2: Click on “Templates”
• Step 3: Click on the desired Project Template you wish to change/edit.
• Step 4: Enter the new desired data for the template, like name, default users, tasks, discussion, and any other changes you wish to make.
• Step 5: Click on “Save Template” in the upper right corner once you are done.