Quick answer: To create a project from a template in Teamwork.com, go to Projects, open the List tab and select + Add Project › Use a template. Choose a template, name the project, select the client, set a start or end date and check the people. Then select Create Project and review the result.
What
Create a new client project from one of your site's templates.
Why
You skip manual setup, and every project follows the same proven structure.
Who
Project managers and anyone with permission to create projects.

This is step 1 of 7 in the Project Manager onboarding path. About 10 minutes.

No templates yet? Ask your site administrator, or see Create and Manage Project Templates. You can also start from a Teamwork.com-designed template.

How do I create a project from a template in Teamwork.com?

1. Choose a template

  1. Go to Projects and open the List tab.
  2. Select + Add Project, then Use a template.
  3. Choose one of your site's templates or a Teamwork.com-designed template, then select Next step.

2. Name it and choose the client

  1. Give the project a clear name your client will recognise, such as "Acme website redesign".
  2. Select the client company it is for.

3. Set the dates

Choose a start date or an end date. Every task and milestone in the template is scheduled from that date.

  1. Choose how weekends are handled: allow dates on weekends, exclude weekends, or move dates off weekends.
  2. Select Preview dates to check the schedule before you continue.

4. Check the people

The project includes the template's members by default.

  1. Add or remove people, teams or companies.
  2. Set yourself, or the person running it, as the project owner.

5. Choose what to bring across and create the project

  1. Select which items to copy from the template, or choose All.
  2. Optionally set the project category, tags, billable time defaults and custom fields.
  3. Select Create Project.

6. Check the result

Open the new project and check the task lists, due dates, assignees and budget. Fix anything that does not fit this client before your team starts work.

How do I know this step is done?

  • Your project is created from a template and assigned to the right client.
  • Dates, people and the project owner are correct.

Next step: Step 2: Structure the work.

Frequently asked questions

What if my site has no templates yet?

Ask your site administrator, or see Create and Manage Project Templates. You can also start from a Teamwork.com-designed template.

How are task dates set in the new project?

Every task and milestone is scheduled from the start or end date you choose. Select Preview dates to check the schedule first.

Can I change who is on the project?

Yes. The template's members are included by default, and you can add or remove people, teams or companies before you create the project.

Related articles