Creating and using project templates

If you or anyone in your organization will be creating multiple projects that have similar items such as team members, tasks, and sections, create a template. A template contains just those items you select and can be used over and over again by anyone in your organization. 

This article contains:

• Creating a new Template
• Creating a Template from an existing project
• Using a Template

Creating a new Template 

You can begin creating, maintaining, and using templates in the Project Templates list. Go to the projects and then click the Template tab to see the template list.

• Go to Templates.
• Click Add Template.
• Fill out the form and then click Add Project Template. (Image 1)
• In the Template, you can begin adding your content (Tasks, Sections, Files, Description, etc). (Image 2)

Creating a new Template from an exiting project

If you have a project that contains all (or most) of the items you want and often use, you can create a template from that project.

1. Go to Templates.
2. Click the down arrow next to Add Template. (Image 1)
3. In the form, select a project from the dropdown. (Image 2)
4. Enter a name and description.
5. Click Add Project Template when you are done. 

OR

Creating a template from within a project

1. Go to a project.
2. Click the Action button next to the project title.
3. From the dropdown menu, click Create Template from Project. (Image 1)
4. Fill in the form and check off the items you want to include in the template. (Image 2)
5. Click Add Project Template when you are done.

Using a Template

Once you have created a template, it will be listed in the Templates section. Here is where you can Preview, Edit, Copy, Deactivate, or Delete the Template. 

To Preview a Template:

1. Click on the template line or click the Action button at the end of the line.
2. From the dropdown menu, click Preview. (Image 1)

Clicking Preview will open an overlay, giving you quick access to the template without having to enter the full view.

To Edit a Template:

1. Click the Action button at the end of the template line.
2. From the dropdown, click Edit.

Clicking Edit will open the template in full view. Here is where you can edit the content of the template before it's created. 

To Duplicate a Template:

1. Click the Action button at the end of the Template line.
2. From the dropdown, click Duplicate.

If you want to copy the template and avoid recreating everything some scratch, you can duplicate it. 

To Delete a Template:

1. Click the Action button at the end of the Template line.
2. From the dropdown, click Delete.

Caution: Make sure you don’t need a template before deleting it.  Deleting a template removes all information associated with that template. You cannot undo this action and you cannot restore a deleted template.