Project Templates

Templates save a project structure (milestones and tasks) for reuse across new projects.

Path: {menu:tpm-templates|4KfftqJEwn}

Template List

A DataTable of all templates with columns: Template Name, Description, Items count, and Created date.

Creating a Template

From scratch:

1. Click Add in the taskbar.
2. Enter a Template Name and optional Description, click Save, then switch to the Items tab.
3. Click Add Item to add milestones or tasks. Each item has a Type (Milestone or Task), Title, Description, Priority and Estimated Hours (tasks), Duration (days), Offset (days) (days after project start), Parent Item (tasks), and Assign Role (Manager, Member, or Viewer — role-based, not user-specific).
4. Drag items by the grip handle to reorder.

From an existing project:

1. Open the project edit page.
2. Click Save as Template in the taskbar.
3. Enter a template name and click Save.
4. All milestones and tasks are copied into the template, preserving parent/child relationships and priority.

Applying a Template

1. Open the target project edit page.
2. Click Apply Template in the taskbar.
3. Select a template from the dropdown and click Apply.
4. Milestones and tasks are created in the project. Start and due dates are calculated using offset/duration days relative to the project start date.

Cloning a Project

Cloning duplicates an entire project (not from a template) with selective options.

1. Open the source project edit page and click Clone in the taskbar.
2. Enter a name for the new project.
3. Check which elements to copy: Clone Milestones, Clone Tasks (includes subtask relationships and dependencies), Clone Team, and Clone Tags.
4. Click Clone. You are redirected to the new project, which starts with "Not Started" status and a new project code.