Templates
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Project Templates Overview
[Premier | Teams ] We know that some projects can be complex—with multiple tasks, deliverables and milestones. When you create templates you’ll be ...
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Create a Template
Step-by-Step How to Create a Template On the left-hand nav bar, hover over Templates and click the Add (“ ”) icon. The Project Templates page is...
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Create a Project From a Template
Step-by-Step How to Create a Project from a Template On the left-hand nav bar, hover over Templates and select All Templates. In the Actions colum...
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How to Import a Template From a CSV
Step-by-Step How to Import a Template From a CSV File On the left-hand nav bar, click Templates. Click Import CSV. On the Import Tasks From a CSV ...
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