Within Teamwork, you can populate new projects from project templates on your site.
Go to the Projects area at the top of your site and click Add Project in the upper right corner.
Note: Only users with permission to add projects can create projects from a template.
In the Add Project modal, click the Choose Template link below the project description. If you have already clicked the More Options button, the template link will be located below the project name field.
You can use the template dropdown to select one of your existing templates to be applied to the project.
Once selected, you will be able to choose a target date for the project to start or end on a particular date. This date will be used to offset the dates of project items.
Clicking the Customize option will bring you to the additional project options, such as company, people, and custom fields.
When setting a date for the project in the Dates tab, you can specify whether the project should start or end on that selected date.
The dropdown at the top of the Dates tab 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 on weekends.
- Don't include Saturdays and Sundays when calculating new dates.
- Calculate new due dates but keep tasks and milestones off weekends.
In the Advanced tab, you can access optional extras such as:
- Category - add the project to a particular category.
- Tags - apply tags to the project.
- Project Channel - enable a Teamwork Chat channel for the project.
Note: The channel option requires an active Teamwork Chat subscription.
Note: Project templates are available on per-user Pro (max 20 templates), per-user Premium (max 50 templates), and per-user Enterprise (unlimited templates).
For more information, see: Adding a Project