Save a project as a template
Turn a project you like into a reusable starting point.
1 min read
- Open the project you want to reuse
- Choose Save as template
It is in the row of actions at the bottom of the window.
- Name the template
Use a name that tells people when to pick it, such as “Monthly newsletter”.
- Choose Save template
A “Template saved” message appears.
What a template keeps#
- Title, type, labels and description.
- Subtasks (the text only, not whether they were done).
- The gap between start and due date. Dates are not copied. You choose a new start date each time.
Good to know
You need permission to create projects to save a template. See Roles and permissions reference.
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