Use project templates

What a template brings

When you create a project from a template, the project gets a copy of the template’s:

• task lists,
• open tasks, with their subtasks,
• task labels,
• members,
• hourly rates.

The template itself doesn’t change. Your workspace starts with one template, whose task lists follow a simple flow from planned to done.

Start a project from a template

When you create a project, choose the template in Template. See Create a project.

You can also start from the template itself: in Projects, set Status to Templates, click the actions button (⋮) on the template’s line, then New project from this template.

Save a project as a template

1. In Projects, click the actions button (⋮) on the project’s line.
2. Click Save as template.
3. Give the template a name and confirm.

The template keeps the task lists, the open tasks with their subtasks, the members and the rates. Comments, completed tasks and time stay with the project.

Make a template from scratch

1. Open Project settings, then Templates.
2. Click New template.
3. Fill in the template like a project and click Create template.

Then open the template and add its task lists and tasks, as in any project.

Change or delete a template

A template is edited like a project. Open it from Templates to change its tasks. To change its name, members or rates, click the actions button (⋮) on its line, then Edit template. Move to trash deletes it.

Common questions