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!



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