Save and reuse project templates

If your team runs the same kind of project repeatedly (client onboarding, product launches, audits), build it well once and save it as a template. Every future project starts from that structure instead of a blank page.

Save a project as a template

1. Open the project you want to reuse and open its actions menu (the ⋯ button in the project header).

2. Select Save as Template. Give the template a name, optionally pick a category, and decide whether to tick Make public (visible to all users). Left unticked, the template is visible only to you.

3. Select Save Template. The template captures the project’s tasks and subtasks, along with their priorities and relative schedule.

Saving a template requires a Manager or Owner role on the project, since it packages the project’s content into something the whole organization can instantiate.

How the schedule is captured

Dates are stored as offsets from the project start, not as fixed calendar dates. A task that began two weeks into the original project is recorded as “starts at week two”. When you later create a project from the template, you pick a start date and every task is re-dated relative to it, so a template saved in March produces a correctly dated project in November.

Start a project from a template

1. On the Projects page, select the Templates button to open your organization’s template gallery.

2. Pick a template to see its task list and details.

3. Under Create project from this template, enter the new project’s name and start date, and create it. The project arrives with the full task structure, scheduled from your chosen date.

Tip

Before saving a template, strip the source project of anything one-off: client-specific tasks, dead ends, abandoned ideas. A template multiplies whatever is in it, including the clutter.

FAQs

Do assignees and statuses come along? The template’s value is structure: tasks, subtasks, priorities, and the relative schedule. A project created from a template starts as fresh work for you to staff, rather than inheriting another project’s in-flight state.

Can I update a template after saving it? A template is a snapshot, so it does not track later changes to the source project. To refresh one, save the improved project as a new template and delete the old version from the gallery.

Who can use a template? The gallery shows your own templates plus any marked public, alongside the built-in system templates. Public templates can be instantiated by anyone in the organization; private ones stay yours until you re-save them as public.