Project templates are an extremely useful way to quickly recreate projects that you do frequently. 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 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
- The relative position and spacing of all tasks in the project
Templates can be also be created from scratch, edited and deleted from the
Project templates page, in the same way as other projects in the main Projects area. Only Administrators can view or edit the existing templates, though Managers can create new templates from existing projects or use existing templates.
Once saved, dates for project templates are shown only for their relative spacing of tasks; specific dates for new projects will be determined based on 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.