Applying a project template to a new or existing project allows you to easily bring in a set of actions with pre-specified assignees, due dates and information. No need to recreate the wheel each time you kick off the same workflow. Let templates do the work for you!
How to create a new template
Navigate to the 'Templates' tab on Project Navigator
Select '+ New Project Template'
Add basic attributes to your template (name, dates, color)
Select who you'd like to share the template with
Select the default layout for the template
Select 'Create Template'
See the template in the 'Templates' tab
Build out the template as you would a project (you can add actions and subactions and include start and due dates, phases, assignees, labels, etc.)
How to apply a template to a new project
Find the desired template in the 'Templates' tab
Hover over the template and select 'Apply'
Name the project
Select start and/or end dates of the project, if desired (this will map template actions that have start and due dates to the new project)
Update project settings, as desired (Make sure to select to copy assignees of actions if you would like template assignees to carry over in the new project)
Select 'Apply template'
See the new project in the 'Active Projects' tab in Project Navigator
Project phases, actions and subactions (and associated assignees, start and due dates and labels) from the template will be visible in the new project and can then be edited and updated in the project settings for the needs of the new project.
How to apply a template to an existing project
Go to the more menu within the project
Select 'Apply project template'
Choose a template from the list (this list pulls from Active Projects and Templates in project navigator, so you have the option to choose from either list)
Apply project template and see your actions populate!
How to convert an existing project to a template
If you have existing projects that you want to use as templates, you can easily convert them into a template and move them to the 'Templates' tab.
Open your project
Go to the more menu within your project
Select 'Save as template'
Confirm the action by selecting 'Save as template'
The template will now be visible on the Templates tab in the Project Navigator.
Template Permissions
To allow for more customization in template privacy and reduce room for error, you can also:
restrict who can access and see project template
restrict who can apply project template
resrict who can edit project template
Note: Only the template owner or an Admin can change these settings.
When the template is applied, the default template members as well as the user who is applying the template will be copied over.
Want to know more about how projects are currently scheduled? Please see below!
If template has no due date and resulting project has [X] date:
No due date: Actions will be scheduled exactly as they are in the template
*Start date: Actions will be scheduled exactly as they are in the template
Due date: Actions will be scheduled so that the last action is due on the project due date
Start date and due date: Actions will be scheduled so that the last action is due on the project due date
If template has only a due date and resulting project has [X] date:
*No due date: Due date will remain even if user clears it out. Actions will be scheduled exactly as they are in the template
*Start date: Actions will be scheduled exactly as they are in the template. Due date will remain so users will likely have a start date after the due date (eg October 27 - October 19)
Due date: Actions will be scheduled so that the last action is due on the project due date
Start date and due date: Actions will be scheduled so that the last action is due on the project due date
If template has only a start date and resulting project has [X] date:
No due date: Actions will be scheduled exactly as they are in the template
Start date: Actions will be scheduled so that the first action is due on the project start date
Due date: Actions will be scheduled so that the last action is due on the project due date
Start date and due date: Actions will be scheduled so that the last action is due on the project due date
If template has a start and end date and resulting project has [X] date:
*No due date: Actions will be scheduled exactly as they are in the template. Project will still have a due date (original template due date even though user cleared it out)
*Start date: Actions will be scheduled exactly as they are in the template. Due date will remain so users will likely have a start date after the due date (eg October 27 - October 19)
Due date: Actions will be scheduled so that the last action is due on the project due date
Start date and due date: Actions will be scheduled so that the last action is due on the project due date
*Please note that the asterisk next to some scenarios means that we're still working on the template date scheduling experience so this will continue to improve!
If template has custom-ordered columns:
If the project template has custom-ordered columns, the project created from the template will have the same columns. (See GIF)
