Add templates

You don’t have to create a project from scratch each time. For projects having a similar structure, consider using templates. Just make a template live or use it while creating a project to save some time.

Add a template

  1. Select Projects from the navigation bar.
    project window
  2. Click on the Add button at the top-left of the page.
  3. Select Template from the drop-down list.
    Add template
  4. Add the following details in the new window:
    • Add the Title and Description of the template.
    • Add Assignees to the template.
    • Specify the Start date and End date of the template. 
    • Set a Color code.
    • Select a Project manager.add template details
  5. Click Add.

Using templates

Select a template while adding the project

  1. Click on the Quick add icon on the navigation bar.
  2. Select Project from the drop-down list.
    Add projects
  3. Check off the Use template option to select a template.
    Use template
  4. Add the following details in the new window:
    • Select a Template from the drop-down list.
    • Add the Title and Description of the project.
    • Select a Start date and End date or choose a parameter to adjust dates.
    • Add Assignees to the project.
    • Select a Project manager from the list of people assigned to the project.
    • Select a Category for the project.
    • Define a Project status.
    • Set a Color code.
    • Select the items you want to copy from the template to the project.
      add project via template
  5.  Click Add.

Note: While creating a project from the template, dates can be adjusted as per the following parameters:

  • Template start date
  • Task with earliest due date
  • First milestone
  • Keep the date as it is

For example: Select Task with earliest due date from the drop-down list and set the due date as per your need. Now, if the current earliest due date is December 1 and you move it to a new date, let’s say, December 3, 2 days will be added to all the task dates.

Convert an existing template to a project

  1. Select Projects from the navigation bar.
    project icon
  2.  Go to Templates where you will be able to view all the templates that you have created in your account.
    template tab
  3. Right-click on the desired template and select Edit.
    Edit template
  4. Uncheck the option Is template in the next window to change the template into a live project.
    Is template option
  5. Click Update.
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