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.

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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. 

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You can switch between table and grid view using the view switcher in the top right.

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You can also search for templates or sort the list in ascending or descending order.

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Click the three dots to the right of a template to access the template options menu.

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In grid view, hover over the template card to reveal the options menu.

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Editing a template

Select the Edit option from the template options menu to update the template's settings.

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in the edit template modal, you can update the template name, associated company, and description.

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In the Advanced Options step, you can update the project category and tags applied to the template.

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Additional options

  • Use - use the custom template to create a new project.
  • Copy - make a copy of the custom template.
  • Delete - delete the custom template.

For more information, see: Creating Project Templates