Project templates are useful if you have similar projects that have the same task lists and task structure. By using project templates, you don’t have to add tasks and task lists manually each time you create a new project. Nor set up dependencies again.

In order to create a new template, you need to either go to an existing project → "..."Save as project template.



Or click on Your profile picture (bottom left corner) → Company SettingsProjectsProject templates



Project templates will save:

task lists
tasks
subtasks
task dates
assigned users
estimated hours
estimated price
hourly rates
task billing type
milestones
task dependencies (Gantt charts)

And since project templates also save task dependencies, you can also select the start date of the project whenever you add one to move the tasks forward accordingly.



Any changes made to the templates will only affect newly created projects, older projects won’t be affected.

If you wish to apply a template on an existing project, you need to go to the project -> click on the "..." button and select Add from project template



NOTE: Project templates are not available under the Free plan.

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