Within Teamwork, you can view and manage your custom project templates 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.
Go to the Projects area of your site and select the Templates tab.
Select the Custom Templates tab from the left navigation pane to view any existing custom project templates on your site. Clicking a template name will bring you directly to that template.
Note: Site administrators and users with the relevant permission can access and manage project templates.
You can switch between table and grid view using the view switcher in the top right.
You can also search for templates or sort the list in ascending or descending order.
Click the three dots to the right of a template to access the template options menu.
In grid view, hover over the template card to reveal the options menu.
Editing a template
Select the Edit option from the template options menu to update the template's settings.
in the edit template modal, you can update the template name, associated company, and description.
In the Advanced Options step, you can update the project category and tags applied to the template.
- Use - use the custom template to create a new
- Copy - make a copy of the custom
- Delete - delete the custom template.
For more information, see: Creating Project Templates