If you work on more or less similar projects you can duplicate existing work and use it as a template. 

Templates are available when:

  • Duplicating an existing project
  • Converting a Sales deal to a project
  • Creating a new project

Go to the project you want to copy, click on the “...” menu and select the Duplicate project option.

Next, you can choose the project type, it can be either client or internal.

Now is the time to select the details of the new project. Right away, you can choose the project manager, the client (if applicable) and who can see this project:

Then you can choose which modules from the existing project you'd like to copy to the new one. By default, you can select Everything, but to fine tune is, select the other option:

When you’re all set hit the Create project button and your new project will be there on the Project list.

Project template

You may be wondering if you can create a project template as a base for new projects.

Yes you can, by using this same feature. Create a brand new Project, name it for e.g. [TEMPLATE] Website and set it up any way you want to. Create task lists, add project members, add subscribers, add tasks, assign tasks to people…

Once you set up this project template, you can make a copy every time you need to create a new project.

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