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Create a Template from a Project

 
Account Permissions Needed: Project Creator (or higher)

Overview

You can create templates from any of your projects. Doing so facilitates more accurate quoting and better representation of the complexity of work your team does for clients. Note that if you have archived tasks you want to include in the template, you first need to unarchive the tasks.

How to Create a Template from an Existing Project

  1. From the left-hand nav bar, select Templates.
  2. On the Project Templates page, click the Template from Project button in the Templates toolbar. project-templates-template-from-project-button.png
  3. In the New Template from a Project modal, choose the project you want to use, and then click Select. templates-new-template-from-project-select-highlighted.png
  4. The Project Templates page automatically populates with that project’s task types, subtasks, and corresponding information, like Description, Budget, Duration, Start date, and Checklist items. You can change the order of Tasks and subtasks, as well as edit their titles, descriptions, budgets, time, start, duration, add checklist items, and more. You can also delete Tasks and subtasks, and add new ones.
    Note: Each project template has a 100,000 Character Limit. This amount is the cumulative total of all fields in the template. Your current character amount will update when you click Save.
    Task_information_in_a_template.png
  5. To make the template available to other account members, click the Sharing drop-down and select an option.Sharing_template_drop-down.png
  6. To add resources, click the Resources tab. You can use unnamed resources as placeholders to indicate demand for roles before you know who can fill them.
  7. Select the Resource Role and—if needed—update the Resource Label.
    Note: Only the roles that you’ve created in Settings > Roles will be available in the Add Role drop-down. When you create a project from this template, each role can be mapped to a named or new unnamed resource.
    Add_Role_in_Resource_Role_column.png
  8. To add more resources, select Add Resource, then repeat step 7.
    Add-Resource-button.png
  9. When ready, Save your new template.

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