Understanding Project Templates

Templates provide users with a way to capture all of the repeatable processes, information, and settings associated with the projects in an organization.

You can define tasks, queue topics, custom forms, attach documents in your template.

After templates are completed, you can attach them to existing projects, or you can use them to build new projects from them. The information on the template transfers to the projects that are created using it. All of the information associated with a template transfers to the project. 

You can create a new template in the following ways:

  • From scratch. 
    For more information about creating a new template from scratch, see "Creating a New Template."
  • From existing projects, by saving a project as a template. 
    For more information about creating templates from existing projects, see "Saving a Project as a Template."
  • By copying it from another template.
    For more information about copying an existing template, see "Copying a Template."

After templates are created utilize them to save time and effort when creating new projects that are repetitive. Furthermore, by using templates you can have consistent information across projects which give you cohesiveness across the workflows in your organization.

Using templates makes your reporting much easier. For example, you can report on projects that share the same template, to compare their progress and find improvements in how they could be completed. 

You can build templates using our example templates.
For more information about building your templates using our example templates, see "Building Templates from Example Templates."