Project templates list in workspace settings
The Project Templates page in Settings lists the templates saved from your projects. You can preview one, rename it, delete it, or turn it into a new project. You cannot create a template here.
At a glance
| What it is | A list of saved project templates |
| Where to find it | Avatar > Settings > Project & Workflow > Project Templates |
| Who can use it | Owners and Admins |
| Plan | Not plan-gated in the Settings menu |
How do I add a template to the list?
Open a project and click the Create Template icon next to the Refresh button. The empty list says the same. See how to create a project template.
What can I do with a template?
The list shows the Name. Hover a row for Preview, Edit and Delete.
| Action | What happens |
|---|---|
| Preview | Shows the template’s Description, Phases, Statuses, Labels and Tasks |
| Edit | Opens Rename Project Template. Enter a Template Name (required). |
| Delete | Asks Are you sure?; Yes removes the template |
How do I create a project from a template?
- Open Preview on the template and click Import.
- In Configure Project, enter the Project Name and Project start date (both required). Task dates from the template are offset from that start date.
- Review the prefilled Category, Project manager, working days, hours per day, budget and advanced options.
- Click Create Project.
You see “Template imported successfully”. If you see “Some template items were skipped”, things like assignees, the project manager, dependencies, recurrence, rate card roles, category or plan-restricted items did not carry over. Only Owners and Admins can create projects from templates.
Best practices
- Preview before importing, because the start date shifts every task date.
- Check the skipped-items message and re-add assignees afterward, since they may not carry over.