Within Teamwork, you can
create project templates to populate future
projects.
Note: Project
templates are available on
per-user Pro/Deliver (max 20
custom templates), Premium/Grow
(max
50 custom templates),
and Scale (unlimited
custom
templates)
plans. Each
of these plans
includes access to
the Teamwork
templates
gallery.
Go to the Projects area at the top
of your site and select
the Templates tab.
Select the Custom
Templates subsection from the
left navigation pane and click the Create a
Template option.
In the template modal, you can choose to
start from scratch with a blank template or
populate the template from an existing
project.
Note: Any details you
add to the template will automatically be
inherited by the projects you create from the
template unless you specify otherwise when
creating a new project from the
template.
Creating a template from
scratch
When you select the start
from scratch option and
click Next step, you will need to
set a name for the template and a company to
associate with it. You can select an existing
company or create a new one.
Optionally, you can also set a
description for the project.
Once you click Next
step to proceed to
the Add People step, you can
choose individual users, teams, or companies
to add to the template.
Note: Client users can only
be
added to project templates associated with
their company. If you later change the
company, affected client users will be
removed.
Click Next step to go to the
final step of the template creation process
where you can assign a project category, tag(s), and set a default billable setting for time logs on future projects created from the template.
- On per-user Premium/Grow
subscription plans and above, you will also be
able to set project custom fields in
the Advanced Options step.
- Note: Accounts on legacy
Enterprise subscriptions also have an option to set privacy on templates.
Click Create Template to finish the setup. You will be
brought directly to the newly created
template.
When
viewing the project template, you
will
see a blue banner across the top
indicating it is a template. There
will also be a Use
Template option to
create a new project from the
template.
Creating items in a
template
You can then start adding the
relevant project items such
as tasks, milestones, messages, and links.
Any
items you create will automatically be
populated in future new projects created
from
the template unless you choose to exclude
them.
Project items within a template
can only be assigned to people
specifically listed as members of the
template. If a user is not being shown in
the assignee dropdown, click
the Add user to
project option at the bottom
of the dropdown to add the relevant user
to the template.
When you create messages in a
template
project, there is no option to notify
users of
the message. The message will be added to
new
projects and available to browse but no
one
will be notified that there is a message
when
the project is created from the
template.
Note: Time logs and Teamwork
Chat channels are not supported in project
templates.
Relative dates
When creating tasks and milestones
in a template, the associated dates are
handled as relative dates.
- There is no calendar picker to specify
exact task or milestone dates
- You choose Day 1, Day 2, etc. to set the
dates in the template
- When it comes to applying the template,
those dates will then be applied based on
the project's dates/
- E.g. A task in your template is set to
start on Day 3, and you create a new
project from the template, starting on
September 3rd (day 1). When the
template is applied, that task's start
date becomes September 5th (day
3).
For more information,
see: Creating a Template
from an Existing Project