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Project Templates

A project template captures a reusable set of phases, tasks, and checklist items. Apply one when you create a project so recurring job types start with their work already laid out.

The Project Templates panel under Settings, Workspace, with a Create Template button

Manage templates

Section titled “Manage templates”

Templates live in Settings -> Workspace -> Project Templates. From there you can create, edit, duplicate, and delete templates. A template editor lets you build phases, tasks, and checklist items from scratch.

Save a project as a template

Section titled “Save a project as a template”

You can turn an existing project into a template instead of building one by hand.

  1. Open the project. Open the project whose structure you want to reuse.

  2. Save as template. Click Save as Template, enter a Template Name, and confirm.

This copies the project's phases and tasks -- including task names, descriptions, priorities, durations, and checklist items -- into a new template.

Create a project from a template

Section titled “Create a project from a template”

  1. Start a new project. Click New Project from the Projects list.

  2. Pick a template. In the Start from template field, choose a template. Leave it on No template -- start blank to skip. A preview shows how many phases, tasks, and checklist items will be created.

  3. Save. The project is created with the template's phases and tasks already in place.

What's next

Section titled “What's next”