How do I open templates and default settings?
Click your profile icon in the top right corner of your site and select Settings from the pop-out menu.
In the settings area, select the Templates
subsection.
Welcome email template
When you add a new user to your Teamwork.com
site you send them a welcome email. Customize
the message your new users receive.
Task templates
Create templates for the task lists that you
use repeatedly. You can create and edit them
just like ordinary task-lists. Then when
needed you can insert them into any project as
often as you wish.
Project templates
Create project including tasks,
milestones, permissions and more for future
use.
Note: Project templates are available on all plans (Free Forever includes 2 custom templates).*
Default task lists
You can create default task lists which
will be added as an empty task
list in any new projects.
Default categories
You can create default categories which will
appear in the following sections in any new
projects you create.
- Messages
- Files
- Notebooks
- Links
Default board columns
You can set default board columns when
creating a new project.
Note: You must be an
administrator for these columns to be
populated in your new project.
You can also reorder the default board
columns by dragging and dropping them into a
new position.
Default projects
You can set the default projects which
new users will be added to automatically.
New user on a project
Each user has a set of project permissions on
any projects they are part of. You can set
default permissions for owner company user,
external company users, and
collaborators.
These permissions will apply by default to
any new users you add to a project. Client
users will not inherit the project
administrator permission if it is set
for Other Companies.
Note: Only site
administrators in the owner company can access
the Settings and Templates areas.
Frequently asked questions
Who can access templates and default settings?
Only site administrators in the owner company.
Can I reuse a task list in several projects?
Yes. Create a task list template and insert it into any project as often as you need.
For more information, see: Setting Default Projects
for New Users
* Legacy plans: project templates are available on per-user Pro/Deliver subscription plans and above.