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Video Tutorial

In this article, you’ll learn how to create a new project using an existing template. Starting from a template pre-fills the project with a ready-made set of tasks, so you only need to set a start date and a few details. Step 1: Navigate to Manage → Projects. This is where all your projects live. Projects list under Manage, with the Create Project button in the top-left Step 2: Click the Create Project button in the top-left to start a new project. Step 3: At the top of the form, open the template dropdown and select the template you want to start from. Create Project form with the template dropdown open, listing the available project templates Step 4: Once you pick a template, the form loads with the template’s tasks in the grid below, and the title, description, and due date are pre-filled from the template. Create Project form populated from a template, showing the pre-filled fields and the template's tasks Step 5: Edit the Project Title if you’d like a name different from the template’s. Step 6: Set the Account. If the template isn’t account-specific, select an account manually. Step 7: If the template is account-specific, the account is filled in for you automatically — you don’t need to change it. Step 8: Choose a Start Date. The start date determines all task dates — each template task’s dates are calculated from this start date using the template’s day offsets. Any dependencies defined in the template also carry over. Start date picker open in the create project from template form
See Task Dependencies & Auto-Cascade Dates for how dependencies and date offsets work.
Step 9: The Due Date updates automatically based on the template’s duration, but you can edit it if needed. Step 10: Select the Priority for your project. Step 11: Choose an Assignee for the project. Step 12: Review the tasks in the grid — every task from the template is included, with its dates and dependencies in place. Step 13: Click Create Project to finish. Your new project opens with all the template’s tasks ready to go.