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Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Projects

Project templates

A project template is a project that runs the same way every time: its tasks in order, its milestones, who waits on whom, and roles instead of people.

Where

Projects & Tasks › Setup › Project templates

Who

Anyone allowed to manage project templates.
1
Choose the company in the top bar first. A template belongs to one company.
2
Press + New template.
The Project templates list
3
Under Project settings, type the Template name and choose the Billing and the Status a new project starts in. Under Roles, press + Role for each role. The people are chosen when a project is made from the template.
4
Under Milestones · Tasks, press + Milestone, then + Task inside it. Each task has its Starts on day, Takes, Estimated hours, Role and Waits on. Days are working days: the weekend and the holidays are skipped.
5
Choose Published and press Save. Only a published template is offered when a project is made; a Draft is not.

The list shows each template's Tasks, Milestones, Length, State and Used by. Press a template's name to open it.

A template's page: its settings, roles, milestones and tasks

Use a template

In + New project, choose Start from a template. See Start a project. A project you already have can become a template too: on its page press More and then Save as template.

Before: Start a project · Next: Members and milestones