Video Tutorial
In this article, you’ll learn how to create a project template that can be reused for multiple projects. Step 1: Start by clicking on the Create Template button.
Step 2: Enter a suitable title for your template.
Step 3: Add a description to your template.
Step 4: Ensure to accurately specify the due dates.
Step 5: Assign a role who’ll manage this template.
Step 6: Specify if this template will be account specific.
Step 7: After filling in all the necessary information, click on Create Template.
Step 8: You’re now ready to add tasks to your template. Start by adding a title for your task.
Step 9: Set a due date and the number of days until it’s due.
Step 10: Assign a priority level to your task.
Step 11: Choose an assignee for your task. If you don’t want to assign anyone, simply click on the hyphen.
Step 12: Add any necessary tags to your task.
Step 13: Click on Add Task to finalize your task creation.
And that’s it! You’ve successfully created a project template that can be used to create multiple projects.