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.
Zoom in on each part
Template list Start date box Create project button
- Choose New from template
It is the outlined button next to New project on the Calendar and the Board.
- Pick a Template
The list includes the built-in templates and any you saved.
- Pick a Start date
IdeaLine places the due date after the start date, using the template’s timeline.
- 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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