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 → Overview → Templates → Save as project template.
Or click on Your name (bottom left corner) → Company Settings → Projects → Project templates and create a new one from there.
Project templates will save:
- task lists
- task dates
- assigned users
- estimated hours
- estimated price
- hourly rates
- task billing type
- task dependencies (Gantt charts)
Any changes made to the templates will only affect newly created projects, older projects won’t be affected.
NOTE: Project templates are not available under the Free plan.