Save time and create an efficient workflow by saving a custom project template that you can re-use indefinitely going forward!
Saving Projects as a Template
Simply hover over the project you want to save as a template, click the menu icon just to the right and click "Save as template".
Project templates can preserve Milestones, Statuses, Custom Fields and Privacy Controls to quickly start a new project with the ideal workflow.
Creating a Project From Saved Templates
In order to create a project from a custom template, you'll want to access the Saved Templates tab during project creation and choose from your saved templates.
Note: Project milestones will adopt the start dates of the day you create a project from the template and preserve the original milestone durations for enhanced automation!
To update templates, simply make changes to a pre-existing template and save the new one as your own!