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How to create a project template

Templates are used to save time when working with typical tasks and projects. You can create a template out of any existing or completed task or project, as well as from scratch.

How to create a template out of the existing or completed task or project:

  1. To create a template from the existing or completed project or task, open the task or the project and save it as a template by clicking . Please note that a template can be created only out of the task (or project) you have created by yourself. All project details, including project description, links, subtasks, deadlines and responsibles, will be copied into a new template.
  2. In the pop-up window enter a name for the template, select the category and specify access rights (for all employees, for yourself or for selected users).
  3. Click
     

How to create a template from the scratch:​

  1. To create a template from the scratch, create a new task, fill in required fields and click Save as Template.
  2. In the pop-up window enter a name for the template, select the category and specify access rights: Everyone (for all users), Only for Me (for yourself) or Only for the Following Users (for selected users).
  3. Click

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