✔  Available on Free Forever, Starter, Deliver, Grow, and Scale subscriptions. 1

What
Create a project from a project template.
Why
  • Save time setting up new projects by leveraging project templates.
  • Build out similar projects that require common setup.
Who
  • All site admins
  • Standard users with both of the following profile permissions:
    • Add projects (allows users to create, edit, and delete projects and project categories)
    • Access project templates (allows users to view project templates)
When
An upcoming project's requirements closely align with an existing template.
  • Use the template to get started quickly, making any necessary adjustments as you create the project.
Your quarterly marketing campaigns follow the same foundational setup.
  • Build a "Quarterly campaign" template, then launch new projects from it each quarter.
What
Create a project from a project template.
Why
  • Save time setting up new projects by leveraging project templates.
  • Build out similar projects that require common setup.
Who
  • All site admins
  • Standard users with both of the following profile permissions:
    • Add projects (allows users to create, edit, and delete projects and project categories)
    • Access project templates (allows users to view project templates)
When
An upcoming project's requirements closely align with an existing template.
  • Use the template to get started quickly, making any necessary adjustments as you create the project.
Your quarterly marketing campaigns follow the same foundational setup.
  • Build a "Quarterly campaign" template, then launch new projects from it each quarter.

Create a project from a template

  1. Click Projects in Teamwork.com's main navigation menu.
  2. Select the List tab.

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  3. Click + Add Project.

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  4. Select Use a template.
  5. Choose a custom or Teamwork.com-designed template from the list.

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  6. Click Next step.
  7. Update the new project's name. It inherits the template's name by default.
  8. Choose a company to associate with the project.
  9. Manage the new project's dates:
    1. Starts on or Ends on: Choose either a start or end date for the new project.
      📝 The date you choose is an anchor date — all of the new project's items carried over from the template are scheduled according to this date.
    2. Weekend scheduling: Manage how weekends are (or aren't) taken into account when scheduling tasks and milestones carried over from the template. Choose one of the following:
      1. Allow task and milestone dates to fall on weekends.
      2. Don't include Saturdays and Sundays when calculating new dates. Ex. Day 1 is a Tuesday. Day 5 becomes the next Monday (Tues, Wed, Thurs, Fri, Mon).
      3. Calculate new due dates but keep tasks and milestones off weekends. Weekends are counted in the calculation. If the resulting date lands on a Saturday or Sunday, the date shifts to the next weekday.
        💡 Click Preview dates to see how task and milestone dates are populated based on your chosen settings.

         
  10. Click Next step.
  11. Choose who should be added to the project. By default, the project inherits the members of the project template it's being created from — you can keep or remove any of them, as well as add additional people, teams, and companies.
    💡 Scroll to the bottom of the People list to set a project owner.
    📝 Client users can be added to a maximum of 5 active projects associated with their company.
  12. Click Next step.
  13. Choose which project items to carry over from the template to the new project using the individual checkboxes or the All None options.
    📝 Only item types in use on the template can be selected here. Ex. If the template doesn't have any forms, Forms won't appear as an option.
  14. Next:
    1. Stop there: Click Create Project.
    2. Level up: Click Next step to set additional project options (listed below), then click Create Project.
      1. Project category: Add the project to a project category.
      2. Tags: Apply one or multiple tags to the project.
      3. Time: Adjust the project's default billable setting for time logs.
      4. Custom fields: Apply and populate project custom fields.

The project is created with the chosen items.

💡 Choose later

Using the choose later assignee option in templates? Choose later allows you to assign template items to a placeholder role. When creating a project from the template, you'll be prompted to select actual assignees for those items.

📝 Relative dates

Tasks and milestones in a template use relative dates, set as "Day 1,", "Day 2," etc. — you cannot specify exact dates from a calendar.
  • When you create a project from the template, those dates are populated with actual dates relative to the project's dates (i.e. the anchor start or end date selected when creating the project).
  • Ex. You're creating a project from a template. You set the project's anchor start date as March 8th (Wed) and exclude weekends when calculating task/milestone dates. A template task's dates are set to "Day 1" and "Day 5" respectively. When the project is created (starting March 8th), the task's dates become March 8th - March 14th (day 5 = Wed, Thurs, Fri, Mon, Tues).


Another option...

You can also create projects from templates in the ProjectsTemplates section of your site.

Best practices

  • Keep it relevant: You can (and should) customize projects even as you launch them from a template. Only include template items that are needed in the new project.
  • Leverage Teamwork.com templatesNot sure where to start? Use Teamwork.com's pre-defined templates as a launchpad to quickly spin up new projects, or simply to get a feel for how you might build out your own custom templates.

Elevate

  • Automate: Set up automations directly in a project template so that they're populated by default in each project created from the template. Automate your workflows once and reap the benefits many times over!

1. Also available on legacy subscriptions: Pro, Premium, Enterprise.