Project Templates essentially allow you to “pre-create” a Project, complete with Tasks and Sprints, and then optionally “apply” that template whenever you create a new Project. When a template is applied on a new Project, the predefined Tasks and Sprints are automatically generated, assigned to the appropriate user, and due dates are dynamically generated based on your settings.


To create a new Project Template, simply navigate to Planning–>Project Templates, and click the + button.



When you create a new Project Template, you will simply name it and save, and then you will be able to further manage it using the “Manage” option in the Options dropdown button, or by simply clicking the table row containing the desired Project Template.


PROJECT TEMPLATE – TASKS

When creating a new Task inside a Project Template, you will have several fields to fill out, and the form will be very similar to creating a standard Project Task, with 2 notable exceptions:


Due Date

Instead of the normal datepicker, this field will instead be a numerical text field, along with a dropdown for selecting “Days” or “Weeks”. This will be used for setting a “conditional” due date for the Task, which will be based on the creation date of the Project. For example, if you set the due date to “10 days”, and create a new Project using this template, then this Task will automatically be given a due date that is 10 days after the creation date of the Project.


Assigned User

The assigned user for the Task will not be a specific person, but rather one of two user “types”: Project Leader or Client. If the Task is assigned to the “Project Leader”, when a new Project is created using this template, this Task will automatically be generated and assigned to the user who is set as the Leader of that new Project. Similarly, if the Task is assigned to the “Client”, the newly generated Task will be assigned to that new Project’s Client when created.


PROJECT TEMPLATE – SPRINTS

When creating a new Sprint inside a Project Template, you will have several fields to fill out, and the form will be very similar to creating a standard Project Sprint, with 2 notable exceptions:


Start/End Intervals

Instead of the normal datepickers, these fields will instead be numerical text fields, along with a dropdown for selecting “Days” or “Weeks”. This will be used for setting a “conditional” start and end date for the Sprint, which will be based on the creation date of the Project. For example, if you set the Start date to “10 days”, the End date to “20 days”, and create a new Project using this template, then this Sprint will automatically be given a Start date that is 10 days after the creation date of the Project, and an End date that is 20 days after the creation of the Project.


USING PROJECT TEMPLATES

Once you have one or more Project Templates created and populated, you will have the option to use them when creating a new Project, via the “Template” dropdown on the “Add Project” form.