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How to create a Project Template?

Updated over 2 weeks ago

Creating a Project Template from Scratch

  1. From the Project Planner, click + New, then select Project Template.

  2. Enter a template name and any relevant project info.

  3. Add people, placeholders, phases, assignments and a budget just like you are planning for a project (Read this article to learn about the basics of scheduling a Project).


Creating A Project Template from an Existing Project

You can also create a template from an existing project. This can be particularly useful if you have had a very successful project and would like to repeat it in the future.

Simply click on the 3 dots next to the Project Name and Select "Save as Template".

Did you know? As you cannot archive a project with future assignments, you can also convert it to a template and then delete it. If the project then comes to pass, you can simply re-create it using the template.

Once you create a project template, you can view it on the planner under Templates.

Creating a Project from the Template

1. From the Project Planner, click the "+ New" Button on the top left-hand corner

2. Select Project.

3. Check the Use Template box and choose the template from the dropdown.

4. Enter a project name and edit details as necessary.

5. Click Next and select the Monday of the week you would like to start the project.

Click Create.

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