How to Create and Use Project Templates

Streamline Your Workflow with Project Templates

Project templates allow you to save the structure of a project—including its tasks, milestones, and team members—to quickly create similar projects in the future.

Creating a Template from an Existing Project

1. Open the project you want to use as a base for your template.
2. Click the three-dot menu (...) in the top-right corner and select 'Save as Template'.
3. Give the template a memorable name and a short description.
4. Click 'Save'. The template is now available for use.

Creating a New Project from a Template

1. From your dashboard, click the 'New Project' button.
2. Select the 'Use a Template' tab.
3. Choose your desired template from the list.
4. The new project will be created with all the tasks and settings from the template, ready for you to start working.

Using templates is a great way to standardize processes and save significant time on project setup.