Project Template Creation Guide

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Video Tutorial

In this article, you’ll learn how to create a project template that can be reused for multiple projects.

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Create the template

Step 1: From Manage → Templates, click the Create Template button. This page also lists all your existing templates. Step 2: Enter a Template Title. Step 3: Add a Description for the template. Step 4: Set the template’s Due Within (days) — the overall number of days the template spans. Step 5: Choose an Assignee Role — the default role that tasks in this template are assigned to. Step 6: Set Account Specific to True if the template should be tied to a specific account when it’s used, or leave it False otherwise. Step 7: Click Create Template.

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Add tasks to the template

Step 8: With the template open, click Add Task/Milestone and give the task a title. Step 9: Set the Start From and Duration for the task. Template tasks use day offsets instead of fixed dates:

• Start From (days) — how many days after the project start date this task begins (e.g., 0 = project start, 4 = four days later)
• Duration (days) — how many days the task lasts from its start date

When a project is created from this template, these offsets are converted to real dates based on the project’s start date. You can also add dependencies between template tasks — they follow the same rules as project dependencies. See Task Dependencies & Auto-Cascade Dates for details. Step 10: Assign a Priority to the task. Step 11: Choose an Assignee for the task, or leave it unassigned by selecting the hyphen. Step 12: Add any Tags to the task. Step 13: Click Add Task to add it to the template. Repeat for each task the template should include. And that’s it! You’ve successfully created a project template that can be used to create multiple projects.