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Projects

Create a project from a template

Start from a ready-made plan such as a product launch campaign.

1 min read

A template pre-fills the title, type, labels, description and subtasks, and sets the due date relative to the start date you choose.

Pick a template and a start date.

Zoom in on each part

  1. Template list
  2. Start date box
  3. Create project button
  1. Choose New from template

    It is the outlined button next to New project on the Calendar and the Board.

  2. Pick a Template

    The list includes the built-in templates and any you saved.

  3. Pick a Start date

    IdeaLine places the due date after the start date, using the template’s timeline.

  4. Choose Create project

    The project is created and opens so you can review and adjust it.

Tip

Change dates and the assignee straight away, then Save.

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