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. 

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