Project templates help you reuse a repeatable process, including actions, subactions, sections, assignees, and other project details. Create a template from scratch or save an existing project as a template, then use it to create a new project or add work to an existing one.
How to create a new template
Open Project navigator and select the Templates tab.
Click Create project template.
In General, enter a template name, choose a color, and optionally add dates. Review the location and destination shown for your template.
Open Members. Choose who can access the template, who can apply it, and who can edit it. Review Notify users.
Open Layout and choose the default view: List, Status, Team, Calendar, Gantt, or Table.
Click Create template. Your template appears in the Templates tab.
Open the template and build out your process as you would a project. Add actions, subactions, sections, assignees, labels, and any start and due dates needed for your schedule.
Tip: Expand the settings sidebar to see section names, or use Next to move through the setup.
How to apply a template to a new project
Click Create project in Project navigator, or Create new project in the sidebar.
Choose Use a template.
In General, select your template. The selector includes Projects and Templates tabs.
Enter a name for the new project. Review its location, color, and dates.
Open Copy options and choose what to bring into the new project. For example, enable Assignees of actions to keep action assignments, or Dates of actions to copy action dates. Other available options include statuses, user permissions, links and attachments, custom fields, approvals, and app workflows.
If you are copying action dates, review Schedule copied dates from. See the scheduling section below.
Open Members and review who can access the new project. Complete any required custom fields if prompted.
Click Create project.
The example above switches Dates of actions off before creation. To bring action dates into your project, leave that option on.
You can also start from Project navigator → Templates: hover over a template and click Apply.
The new project uses the template's layout. You can edit the copied work and project settings to suit the new project.
How to apply a template to an existing project
Open the project that should receive the template.
Open More → Apply project template.
In General, choose the template.
Open Copy options. Review the full list and select the information you want to copy, such as assignees, user permissions, statuses, custom fields, labels, description, attachments, and scheduling options. Available options depend on your workspace features.
Click Apply project template.
The template's work is added to the existing project. List view sections and layout are always included, so review your selections before applying a template.
How to save an existing project as a template
Save as template creates a separate template. Your original project remains available.
Open the project you want to reuse.
Open More → Save as template.
In General, enter a name for the template and review its location, destination, color, and optional dates.
Open Copy options and choose which project details to include.
Open Members and review access, apply permissions, and edit permissions.
Click Create template.
Find the new template in Project navigator → Templates.
Template permissions
In Members, review these settings separately:
Share with: who can access the template.
Who can apply this template: project owner and members, or all workspace members.
Who can edit this template: any project member, or project owner and admins only.
Only the template owner or an admin can change template permission settings. When creating a project from a template, review the new project's Members settings before creating it.
Copying and scheduling action dates
Dates of actions controls whether action start and due dates are copied. Project dates and action dates are separate: setting dates on the project does not by itself give every undated action a schedule.
To schedule copied action dates from a specific project date:
Set the target project's start date or end date. For a new project, do this in General. For an existing project, set its dates before applying the template.
In Copy options, leave Dates of actions on.
Under Schedule copied dates from, choose Project start date to schedule forward, or Project end date to schedule backward.
The start-date option aligns the earliest dated action with the project's start date. The end-date option aligns the latest action due date with the project's end date. The corresponding project date must be set for its option to be available.
Your template needs dated actions for this to produce a dated schedule; the template itself does not need project-level dates when you explicitly choose a scheduling anchor. If you do not choose an anchor, scheduling depends on the template and target project dates.
When applying a template to an existing project, Durations of actions is also available. To use durations instead of copying the original action dates, turn Dates of actions off and Durations of actions on.
Default templates and layouts
A project created from a template inherits its layout, including custom column order. You can also configure a default project template for your workspace in Workspace Settings.