Streamline Project Setup with Custom Templates
Project Templates offer a fast and efficient way to replicate proven project structures. When creating a custom template, you can tailor exactly which elements—such as tasks, milestones, documents, and more—are included, ensuring each future project starts with the foundation you need.
Important Notes:
Changes made to a Project that was created from a Template will not impact the original Template or any other Projects based on it.
For added flexibility, explore additional features like Task and Milestone Templates, sharing templates externally, and more to streamline your workflows.
Saving a Project Template
Frame Your Project: Build out your Project as if you're ready to launch it—include all essential components like Milestones, Tasks, Statuses, and deadlines to serve as your template’s foundation.
Items to Include in Your Template:
Modules (any disabled Modules will remain disabled in the Template)
Custom Views (including any embeds added at the Project level)
Automations
Statuses
Milestones
Tasks & Subtasks
Folders in Docs & Files
Save Your Template: Once your Project is fully set up, select Save as Template from the header dropdown menu.
Customizing Your Template
Naming and Describing Your Template
Name Your Template: Provide a clear and descriptive name for your Template.
Add a Description: Include a description to help you and your team understand the purpose and scope of the Template.
Select Features to Include: Choose which aspects of the Project you want to save into the Template. This allows you to tailor the Template to your needs and ensure it includes the relevant elements for future projects.
Milestone, Task, and Subtask Offset Days
Templates let you define relative Start and Due Dates for Milestones, Tasks, and Subtasks using offsets, making it easy to replicate timelines in future projects.
Milestones
Save relative Start and Due Dates.
Tasks within the Milestone are grouped in a collapsible dropdown.
Tasks
Save relative Start and Due Dates.
Tasks will be grouped under their respective Milestones.
Subtasks
Save relative Due Dates.
Subtasks will be nested beneath their parent Tasks.
How Offsets Work
Offsets are automatically calculated from the date you save the Template.
For example:
If a Milestone starts today (Monday) and is due next Sunday, it will have:
Start Offset: 0 Days
Due Offset: 6 Days
Offsets and Negative Values
Offsets can also be set to negative values, enabling you to work backward from a specific date when planning your timeline. For detailed guidance on using Offset Dates, refer to the Offset Date section below.
Creating a Project from a Template
To create a Project from a Template:
Access the Create a Project screen by clicking the + button in your sidebar.
Navigate to the Saved Templates tab where you'll see your Saved Templates and their Descriptions.
Select the Template you want to use.
Enter a Project Name and click Create Project.
Offset Date
The Offset Date serves as the anchor point from which all Milestone, Task, and Subtask Start and Due Dates are calculated. By default, this is set to today’s date, but you can easily adjust it to any future or past date—such as a week from now—to align with your desired project timeline.
End-Pointing and Mid-Pointing Projects
Using negative offset values, you can plan tasks to occur before the Offset Date—ideal for working backward from a specific deadline like a product launch or key deliverable.
You can also combine positive and negative offset days within the same template, effectively making the Offset Date a midpoint. This is especially useful for structured workflows like event planning or phased implementations, where tasks are scheduled both before and after a central milestone.
The flexibility of Offset Dates ensures your templates adapt to a wide variety of project timelines and planning styles.
This Event template is using the Event Day as the Offset Date, that way the Event Lead-up and Post-Event timelines orient properly around the day the event.
Editing and Deleting a Template
You can edit your Project Templates from within the Workspace Control Center.
Click into the template that you're looking to edit.
Older versions of templates will require you to Migrate them to a v2 template in order to have updated template schema.
Once migrated, you will be able to click into the Description, Lists, Statuses, and Tasks of the template to edit them. To learn more about how this editing format works, please visit this article.
Once the desired changes are made, select Save in the bottom right of the module.
Deleting a Template
From inside the template in the Project Templates section of Workspace Settings, select the Remove Template option.
