Within Teamwork, you can grant task list template access to individual users on your site. 

Users with template permissions can manage and save templates, as well as add tasks to task lists from templates.

Note: Client users cannot be granted task template permissions.

Go to the People section of your site, and select the People tab within it.

Image Placeholder

Image Placeholder

Select the user from the list, to open their profile. In the top left of the user's profile, select the Edit option.

Image Placeholder

In the edit details modal, go to the Permissions tab and toggle on Can this user manage task templates.

Image Placeholder


Select Update in the bottom right, to save the changes to the user's permissions.

Note: Only the site owner or site administrators can manage user profile permissions.

Once this has been enabled for the user, they will then be able to access templates via the task list options menu.

Image Placeholder


Task list template options

  • Manage task templates - This will bring you to the site-level Templates area
  • Add tasks from template - This allows you to add tasks to the task list, from an existing template.
  • Save as template - This allows you to save an existing task list as a template
Note: Once you enable this permission it will allow template access for all projects the user has access to.

For more information, see: Managing User Profile Permissions