Manage Project Templates

Project templates save defaults and reusable milestones, tasks, expenses and checklists for new projects.

Create and Edit

Open Templates and create a template with a name, description, default status, duration in days and optional budget. Edit these defaults from the template details page.

Template Items

Add or remove milestones, tasks, expenses and checklists on the details page. Task priorities and milestone links are copied to the new project. A due offset of zero means the project start date; an empty offset leaves the due date unset.

Create a Project

Choose Create Project from Template, enter a project name, select a client and choose a start date. The new project inherits the description, status and budget. Its due date is the start date plus the template duration. Milestone and task due dates use their individual offsets.

After Creation

Edit the generated project and its items independently. Later template changes do not update existing projects. Deleting a template does not delete projects already created from it.