Project Templates

Project templates are an extremely useful way to quickly recreate projects, especially those that automatically repeat. Templates can be used to create a new project or insert tasks into an existing project. When an existing template is reused, its tasks and associated fields (duration, category, etc.) will be copied into the indicated project.

Administrators and Managers, unless disabled, can access and edit existing Project templates under the 3 vertical dots button at the top of the main Projects area.

To create a new project template from an existing project, click the 3 vertical dots to the left of the project's name, then choose Save as template.

Enter a name for the new template. By default, saved templates do not remember the responsible parties for tasks within the template, on the assumption that you will assign the responsible parties each time you utilize the template. If you would like the saved template to remember the responsible parties from the original project, click the checkbox next to Save responsible parties with template. Click Save Project Template.

When you save a project template, the following items (if used) will be saved:
  • Project name
  • Task names in the proper order, with indentations
  • Task descriptions
  • Task categories
  • Task durations
  • Task work
  • Task dependencies
  • Show on calendar
  • Whether or not tasks have dates and, for those that do have dates, the relative position and spacing of those tasks
Templates can be also be created from scratch (using the Add Template button at the top), edited and deleted from the Project templates page (referenced at the beginning of this article), in the same way as other projects in the main Projects area.
Once saved, dates present in project templates are shown only for their relative spacing of tasks; specific dates for new projects will be determined based on a specified start/end date when the template is used to create a new set of tasks.
Edits made to templates only affect new projects created using the revised template (previously created projects are not affected).

If you have previously saved project templates, these can be used to insert tasks into a new project.


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