How to use project templates?

Learn how to use project templates.

Written by AndreiLast update 1 year ago

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 Settings → Projects → Project 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 

And since project templates also save task dependencies, you can also select the start date of the project whenever you use a template 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: The free plan is limited to 3 project templates.


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