If you run the same kind of project again and again, such as a website build or an onboarding, save its structure as a template. A project template keeps its milestones, tasks, subtasks, dependencies, automations and forms. A milestone template keeps one milestone's tasks, so you can drop that chunk of work into any project.
Templates leave out dates, files and assignees. Those belong to the real work.
Before you start
Owners, admins and managers can create and edit templates. Anyone who can create a project, or add a milestone to one, can start from a template.
Save a project as a template
- Open the project and choose Project actions (the menu beside the name).
- Choose Create template.
- Under Save as, choose A new template, or Replace an existing template and pick which one.
- Give it a Template name and, if you like, a description.
- Choose Create template (or Replace template).
Save a milestone as a template
- Open the project's Milestones tab.
- Open the milestone's menu and choose Save as template.
- Name it, then choose Create template.
Start a project from a template
- Choose Projects in the sidebar, then New project.
- Choose Use a template.
- Pick the template (you can search them), then choose Continue. If there's only 1 template, it's picked for you.
- Fill in the project's details and choose Create project.
The new project starts with the template's milestones, tasks and automations. Add dates and assign people as you go.
If the template has forms, the project gets its own copy of each, as a draft. If your plan has no room for some of them, the project is still created and a notice says how many were left out, such as "The project was created, but 1 form couldn't be added because your plan's form limit is reached."
Add a milestone from a template
- On a project's Milestones tab, choose New milestone.
- Choose Use a template, pick one, and choose Continue.
- Check the details and choose Create milestone.
Manage your templates
Choose Projects in the sidebar, then Templates. You'll see two tabs: Projects and Milestones.
- Edit opens a template. Rename it, change its description, and add, edit, reorder or delete its milestones and tasks. Project templates also have an Automations tab and a Forms tab.
- Duplicate makes a copy to adapt.
- Delete a template with its delete button.
In the editor, choose Add milestone or Add task. A template task has a Title, description, Priority, Estimate (minutes) and Tags, and can have subtasks and dependencies. Choose All templates to go back.
Add forms to a project template
Every project made from the template starts with a copy of the template's forms, and their responses are filed with that project.
- Open the template and choose the Forms tab.
- Choose Add form and pick one of your forms. It's copied into the template as it is now.
- Rename the copy if you like, and choose a milestone for it, or leave it on No milestone.
To take a form out, use its remove button, then Remove form. Projects already made from the template keep theirs.
To change a template form's fields, edit the original under Forms and add it again, or edit the copy a project gets once the project exists.
Good to know
- A template is copied when you use it, not linked. Deleting a template doesn't change projects or milestones already made from it.
- A very large project or milestone may be too big to save as a template.
- You're only asked to choose between Start from scratch and Use a template once your organisation has at least 1 template of that kind.
- Members and guests can't open the templates page.
- A template's forms don't count towards your plan's forms. The copies a project gets do.