Templates

  • 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 an Existing Template On the left-hand nav bar, hover over Templates and select All Templates. In the Act...

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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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