Create project template

Create project template

Create a new project template

  1. Navigate to Projects. 
  2. Click the Create drop-down.
  3. Select Template.
  4. Enter the Template Name, select the Owner, choose a project to clone, choose the Item Layout, and enter the  Description. 
  5. Click Add.
  • You can skip the Clone From option if you do not want to clone the template to an existing project.
  • You will be notified once all the data is cloned to the template from the project.   


Configure project template settings  

Once you add a project template, you can set up its configuration. Go to  Project Settings and start setting up the template configuration. 
  1. Navigate to   or click Configure Template in the bottom left corner. 
  2. Click  Project Configuration.
  3. Create Custom Work Item Type, Custom Priority, and Custom Status. 

    • Related Articles

    • Create project from a template

      Create a new project using a project template Navigate to Projects and click New Project in the upper-right corner. Select the existing project template in the Choose a Template field. Enter the Project Start Date of your project and fill in other ...

    • Project templates

      Project templates can help you manage your work more efficiently. You don't have to repeatedly enter the same tasks, and can thus save time and be more productive. Project Templates can be accessed from the project list view or from the setup page. ...

    • What is the difference between project template and task template?

      Project template, lets you create a sample template for the project, where you can add tasklist, tasks etc. When creating a new project, you can just choose the project template. This helps you save time and effort. Learn more. Task templates, lets ...

    • Create a new template

      To create a new template, follow this while saving the new file: 1. File > Save As > New Template   To save an existing file as a new template: 1. Open the file you want to save as a new template.Click File > Save As > New Template.

    • Create project

      Add a project After you create your team: Click Create a New Project. Enter the Project Name, select the Owner and Group, choose the Start and End Dates, and type an Overview about your project. Click Next to invite users to your project and fill in ...