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