Templates

Creating Templates can be a really quick way to duplicate projects which require the same actions to be taken – but in a different context – on a regular basis. For example, if you’re organising an event you may have one Category named ‘Budget’, another called ‘Transport’ and one more named ‘Guest List’. Within each of these Categories are respective Tasks that need to be carried out each and every time you have an event to organise.

So, after attaching files, updating progress and managing the overall project, the next time a different event comes up you have to re-create those same Categories and Tasks for another project. With Templates, you have a quick and easy solution to re-create projects that can be used time and time again, without any of the interchangeable details and specifics like status, notes and attachments.

Creating Templates

You are able to create a Project Template when using the Web version of the application. To learn more about this, visit our templates article in the Web section, available here.

Using Saved Templates

1. To use a previous template, select + Create New Project from the Menu bar.

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2. A pop-up window will then open asking you to choose a project name, to add members and to select a template that you have created previously on the Web version of the application.

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3. Click the appropriate template that you wish to use for your new project, and then select Create Project to begin planning. You will then be able populate your Template with Categories and Tasks.

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