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Create a Template

Step-by-Step

How to Create a Template

  1. On the left-hand nav bar, hover over Templates and click the Add (“   ”) icon.
    Add-New-Template-Nav-Bar.png
  2. The Project Templates page is where you’ll enter details and create tasks for your template. First, add a Template Name; this field is required in order to save. You can also add an optional Description; including common markdown syntax to add formatting to the text in this field.
  3. If you want this template to be accessible only to you, deselect the Shared checkbox.
  4. Next, add a Duration.
  5. If the template is for a financial project, enter the Budget and Currency. Otherwise, for non-financial projects, deselect the Budgeted checkbox.
    Budgeted.png
  6. You can use unnamed resources as placeholders to indicate demand for a certain role before knowing who can actually fill it. Click the Add new icon at the top of the Resources box to enter roles.
    Resources-box.png
  7. Add tasks to the template on the Tasks tab by clicking the Add Task button and entering details such as the name (required), Description, Budget, and Time.
  8. The Start date is the number of days into the project that the task will begin. If you want to create a Start day that predates the day you apply the template, just enter it as a negative value.
  9. The Duration represents the number of work days that the task should take to finish. If a task has subtasks associated with it, you’ll only be able to set a Duration on the subtask because dates always roll-up to the parent.
    Start-Duration.png
  10. To create a subtask, click the left side of a task and drag it to the right. 
    Tasks-Subtask_Ani.gif
  11. If you have added any Resource Labels to the template, you can click in the Resources field of the task and select one from the drop-down menu. After you create a project from a template, you'll be able to assign a user to that placeholder and they’ll be invited to your project and assigned to the task.
    Map-Resource.png
  12. Click the More icon to add a Checklist or mark the task as Non-billable.

WHAT THE MAVENS KNOW

After you create tasks in the Project Template, you can click the Gantt tab to get a visual representation of the Start and Duration of the tasks; when you set dependencies and edit task dates in the Gantt chart, the changes will be reflected in the template.

For more information about how dependencies work, please see our article on Gantt Chart Dependencies.

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