Create a project template

Save time with project templates

Projects help you manage important tasks between you, your colleagues and your partners. If you haven't created a project, view our Create a project article.

To save a project template, start by opening a project you've created. Then, click the dropdown arrow next to the Edit button and then click, "Save as template."

 

You will then be asked to give your template a name and to choose which elements of the project you would like to copy. Click create when you are done. 

Now that you have created a project template, you will have the option of using it whenever you create a new project in any workspace.