✔ Available
on Free Forever, Starter, Deliver, Grow, and Scale subscriptions 1
| What | Create a project from a project
template. |
| Why |
|
| Who |
|
| When | An upcoming project's
requirements closely align
with an existing
template.
Your quarterly marketing
campaigns follow the same
foundational setup.
|
| What | Create a project from a project
template. |
| Why |
|
| Who |
|
| When | An upcoming project's
requirements closely align
with an existing
template.
Your quarterly marketing
campaigns follow the same
foundational setup.
|
Create a
project
from a template
- Click Projects in
Teamwork.com's main navigation
menu.
- Select the List tab.
- Click + Add Project.
- Select Use a template.
- Choose a custom or Teamwork.com-designed template from the list.
- Click Next step.
- Update the new project's
name. It inherits the
template's name by
default.
- Choose a company to associate with
the project.
- Manage the new project's
dates:
- 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.
- 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:
- Allow task and milestone
dates to fall on
weekends.
- 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).
- 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.
- Click Next step.
- 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.
- Click Next step.
- 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.
- Next:
- Stop there: Click Create Project.
- Level up: Click Next step to set additional project options (listed below), then click Create Project.
- Project category: Add the project to a project category.
- Tags:
Apply one or multiple tags
to the project.
- Time:
Adjust the project's
default billable setting
for time logs.
- 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 Projects > Templates 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 templates: Not 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.