Within Teamwork, you can populate new projects from project templates on your site.
Note: Project templates are available on per-user Pro/Deliver (max 20 custom templates), per-user Premium/Grow (max 50 custom templates), and per-user Scale (unlimited custom templates). Each of these plans includes access to the Teamwork templates gallery.
Creating a project via the
Select the Projects option from the main navigation menu on the left of your site and go to the Templates subsection.
While viewing either the Custom Templates or Teamwork Templates section in grid view, hover over the relevant template and click Use Template.
In table view, click the options button to the right of the template and select Use.
For custom templates, the Add Project modal will open where you can customize your project's settings before creating it.
When using Teamwork Templates, the project will be created automatically once you click Use and you will be redirected to the project.
You can also create a project while viewing the template itself. Click the template name in the Templates area to open it. You will see a banner across the top of the template with an option to Use Template.
Choosing a template when
creating a new
Select the Projects option from the main navigation menu, then click the Add Project button at the top of the List subsection.
Note: Only users with permission to add projects can create projects from a template.
Alternatively, click the Jump To option in the main navigation menu and select the plus icon ( + ) at the top of the slide out menu to create a new project.
In the Create a Project modal, click the Select a template option. You can then use the template dropdown to choose one of your existing project templates.
Once you select a template, you will be redirected to the Details step where you can select an existing company or create a new one to associate with the project. You can also adjust the project name which will inherit the template name by default.
You can also optionally choose a target date for the project. This date will be used to offset the dates of project items already created in the template when applying dates to items in the new project.
- The target date can be used to set
either a start or end date for the
The dropdown at the top of the Target Dates section allows you to control how task and milestone dates in the template should be applied to the project:
- Allow task and milestone dates to fall
- Don't include Saturdays and Sundays
calculating new dates.
- Calculate new due dates but keep tasks
milestones off weekends.
Click Next step to proceed to the Add People step, where you can choose individuals and teams to add to the new project. By default, the project will inherit its project members based on the template's members.
Note: A client user can only be a member of up to 5 active projects associated with their external company. They can be the owner of a project where they are a member.
At the bottom of the list of people, you can also choose one of the selected users to be the project owner.
In step 4, you can select which existing project items from the template you want to carry over to the new project. At the bottom of this step, you can also choose whether to make yourself the creator of any tasks, milestones, and messages carried over.
The Advanced Options step allows you to assign a project category, tag(s), and a default billable setting for time logs on the project.
On per-user Premium/Grow subscription plans and above, you will also be able to set project custom fields in the Advanced Options step.
Click Create Project at the bottom of the modal to complete the setup.
If there are project items in the chosen template that are assigned using the choose later option, you will be prompted to select people to assign once you click Create Project.
Note: You will only be able to select from the people inherited from the project template.
For more information, see: Adding a Project