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Create a project template

Last update: Tue Jun 11 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can create and delete templates from the Templates area. When building a new template, you can enter the information for all of the tasks and for your future project settings. This information will then transfer to any project that you create from the template.

NOTE
A template and its tasks do not have actual dates, but rather an indication of which day (from when the future project might start) a task might start and on which day the task might need to complete. When using templates to create the future projects, the projects will receive actual dates. For information, see Create a project.

You can create a new template in the following ways:

  • From scratch, as described in this article.

  • From existing projects, by saving a project as a template.

    For more information about creating templates from existing projects, see Save a project as a template.

  • By copying it from another template.

    For more information about copying an existing template, see Copy a project template.

  • By importing Blueprints. You must be a Workfront administrator to import Blueprints. For information, see Configure a blueprint.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following:

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ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ Workfront license

New: Standard

Or

Current: Plan

You must be a system administrator to import templates from Blueprints
Access level configurations* Edit access to Templates
Object permissions You have Manage permissions to the templates you create, by default

For more detail about the information in this table, see Access requirements in Workfront documentation.

Create a template

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Templates.

  2. Click New Template.

    The template is untitled.

    New template

  3. Specify a name for the new template in the template header, then press Enter.

  4. Click the Template Tasks section in the left panel.

  5. Click Start Adding Template Tasks.

    Or

    Click New Template Task to start adding tasks to your template.

    Adding template tasks to a template is identical to adding tasks to a project.

    For more information about adding tasks to a project, see Create tasks in a project.

    note note
    NOTE
    You cannot add recurring tasks to a template.

  6. (Optional) Click the Gantt chart icon in the upper-right corner of the Task List to see a visual representation of the template’s task list.

    note tip
    TIP
    You cannot edit tasks directly from this Gantt chart.

  7. To add information to your new template, click the More menu , then click Edit.

    For information about editing a template, see Edit project templates.

  8. Click Save Changes.

  9. (Optional) If you want to add additional items to the template, see the section Add additional items to a template in the article Edit project templates.

Template settings determined by group association

A project template’s association with a group (or lack of a group) affects how project, task, and issue preferences determine certain settings in the template. For more information, see the section Create and modify a group’s project templates in the article Create and modify a group’s project templates.

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