Project Templates

Create project templates for repeated projects and their associated milestones and issues.

Overview

Use project templates to quickly create new projects containing predefined tasks and milestones. You can also define the project members, project status, and customer.

Configure

Open Workspace Settings > Templates to add a Workspace level project template.

Basics

Create templates

Create new templates by navigating to the workspace template settings. When creating a project template, you have the option to add the following:

• Project name

• Project description

• Project status

• Project members

• Project milestones

• Tasks to be created within the project

When you create a template for the workspace, all teams can use it.

Edit and delete templates

To edit or delete a template, go to the same page where you created the templates and then press the pencil icon. From there, you can edit the the template, rename it or delete it.

Use templates

When creating a new project, you will see the option to select a template in the top right of the project create modal with the following button . Once pressed, you can further customise your project, tasks and milestones by adding due dates.