Project Templates

Project Templates help teams create repeatable project plans. A template can include phases, milestones, tasks, timing offsets, and default structure.

Navigation

• Templates list: /project-templates
• Template editor: /project-templates/{id}
• Project creation can also use templates from the new project workflow.

What a Template Contains

Item	Meaning
Template name	Name shown when selecting a template.
Description	Optional summary of when to use the template.
Phases	Major sections of delivery.
Milestones	Key outcomes or checkpoints.
Tasks	Default work items.
Start offset	Number of days after project start when an item begins.
Duration	Planned length of a task or milestone.
Working days	Whether offsets skip non-working days.

Common Workflows

Create a Template

1. Open Project Templates.
2. Create a blank template.
3. Add name and description.
4. Add phases with color, start offset, and duration.
5. Add tasks with estimated minutes, and milestones with due offset and billable flag.
6. Drag to reorder.
7. Preview the schedule, then save.

See Create a Project from a Template.

Use a Template

1. Create a new project.
2. Select the template during setup.
3. Review the generated phases, milestones, and tasks.
4. Adjust dates, owners, and scope before starting delivery.

Good Practices

• Keep templates generic enough to reuse.
• Use clear task titles.
• Keep offsets and durations realistic.
• Review templates regularly as delivery process changes.

Related Docs

• Projects
• Tasks
• Create a Project from a Template
• Resources and Capacity