Custom templates
Custom templates save your team time by allowing you to create template projects to copy for multiple existing workflows or processes you use all the time. They also give your team confidence that they don’t have to recreate the processes from scratch nor worry about missing any steps. You can set up projects to track your work perfectly from the start.
Turn an existing project into a template
Turn an existing project into a template:
- Click on the dropdown arrow next to the project title.
- Select Save as a Template
Once you’ve saved your template, it will be instantly visible for you and your team. You can use it by creating a new project and clicking the Templates tab. There, you will find all your saved templates that you can copy.
Create a project from a custom template
Creating a project:
- Click the orange + button in the top bar
- Select Project
Choose a custom template:
- Click the Templates tab
- View your team’s custom templates
- Select Use Template to create a project using this template
Name the new project being created from the template and choose which team the project should go in. You can also share the project with your team, or make it private. Click Create Project and you’re ready to start working.
When you create a new project using a custom template, everything is copied over. This includes the project description, tasks, due dates, Sections, custom fields and projects where tasks have been multihomed.
Removing a template
There are two ways to remove a template from your library.
To remove a template:
- Select the template project you want to remove
- Click the project dropdown arrow in the template project
- Select Remove from Templates
Or, you can click the orange + button in the top bar. From there, click Project and then navigate to the Templates tab. Go into the project creation dialogue and find the template you want to remove. Click the dropdown arrow next to the Use Template button and select Remove from Templates.
