Within Teamwork, you can create custom project templates from existing projects on your site.

Note: Project templates are available on per-user Pro/Deliver (max 20 custom templates), per-user Premium/Grow (max 50 custom templates), and per-user Enterprise (unlimited custom templates). Each of these plans includes access to the Teamwork templates gallery.




Saving an existing project as a template

Click the options button (three dots) to the right of the project name and select Save as Template from the Manage Project section of the dropdown.

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In the Save as Template modal, you can choose a name (required) and company as well as update the description. Click Next step to proceed.

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You can then choose which project items to carry over from the existing project to the template.

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At the bottom of the modal, you can also choose to override current assignees and instead make yourself the creator of tasks, files, and copied messages.

Once you have chosen your preferences for the template, click Save.



Creating a project template from an existing project

When creating a new template in the Templates area of your site, select the Use existing project as template option. A pop-up will open with a list of your existing projects. Click a project to proceed to the next step.




You can then set a name, associated project, and description for the template. Click Next step to proceed.




In the final step, you can choose which existing items from the project you want to copy over to the template. Click Save to create the template.


For more information, see: Creating a Project from a Template