Within Teamwork, you can view and manage your custom project templates and browse the Teamwork template gallery via the Templates area.

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 subsection.

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The Templates area includes two subsections:

  • Custom Templates - templates you and your team build from scratch.
  • Teamwork Templates - a pre-defined set of templates created by Teamwork.
    • Note: Templates in the Teamwork template gallery cannot be edited or deleted.

Clicking either section heading will display all related templates. Using the arrows to the left of the headings, you can expand each section and select an individual template to view.

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The Teamwork templates are grouped into subcategories. Clicking the arrow to the left of a subsection will reveal the individual templates. You can also click a category name to view only the templates within it.

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When you hover over a template in either area, you can click Use template to immediately create a new project from the template. Clicking the template name will bring you directly to the template. For Teamwork templates, you can also use the Preview option to open the template.

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An options menu (three dots) is also visible in the top right when you hover over a custom template card. This allows you to edit, copy, or delete the template.

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In table view for custom templates, the three dots is located to the far right of each individual template in the list.

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The table view is also scrollable allowing you to scroll horizontally to view any columns hidden due to zoom setting or window size.

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Options

  • Search - click the search option to open the search field and search for specific template names.
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  • Sorting - sort the templates by template name, creator, or creation date, in ascending or descending order. This is only available for custom templates.
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  • In table view, you can quickly sort the templates by clicking a column heading.
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  • View - toggle between table and grid view.
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  • Options - only available for custom templates.
    • Export a list of your custom project templates in PDF, Excel, or CSV format.
    • Access the template trash can to view and restore deleted templates.
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Note: Access to the Templates area is dependent on your profile permissions.

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