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 you save your tasklists and its associated tasks. When creating new projects, you can reuse them and save your time and effort. Learn more.
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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 ...
Task templates
Add a task list template Click in the upper-right corner. Select Templates in Portal Settings and click Add Task List Template in the upper-right corner to add a new task list template. Edit / delete task list template Hover over the desired task ...
Create project template
Create a new project template Navigate to Projects. Click the Create drop-down. Select Template. Enter the Template Name, select the Owner, choose a project to clone, choose the Item Layout, and enter the Description. Click Add. You can skip ...
Task layouts & fields
Zoho Projects supports custom fields and layouts for tasks. Create your own fields and task layouts and use them for creating tasks as per your business requirements. Click here to learn more about access privileges for Custom Fields and Task ...
Project budget
Managing budget is a crucial part of any project. A budget can help managers improve cost management and reduce budget overruns. Project managers can view the planned versus actual cost in real time with the budget status report. Multiple currencies ...