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Project Templates

A saved snapshot of a whole project: every task, subtask, priority, and the relative spacing of the due dates. Launch a repeat initiative in one click.

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How do I save a project as a template?

Save as template on any project captures its structure: the full task tree, the priorities, and how far apart the due dates sit. It saves the shape, not the dates, so a template made in March is not stuck in March.

Repeats come across too, and the template editor shows them, so a monthly close saved as a template stamps out still monthly and you can change that without opening a task.

How do I start a project from one?

Start a new project from the template and the whole tree is built for you with the timeline re-based on your new start date. You are working in seconds instead of spending an hour recreating a structure you already designed once.

Three panels left to right. The first is a finished project whose tasks are dated the 3rd, 5th and 10th of March. The second is the saved template, which keeps no calendar dates at all: it stores each task as a whole number of days from the earliest one, so plus 0, plus 2 and plus 7. The third is a new project started from that template on the 14th of September, where the same offsets have been added to the new start date to give the 14th, 16th and 21st of September. A task with no due date in the original still has no due date in the copy. The spacing between the tasks is identical in both projects.
The template stores gaps, not dates. That is what makes March reusable in September.

Saving a project and starting the next one from it

Worth doing the second time you run the same kind of work, not the first.

  1. Get a project into the shape you would want again.

    Templates snapshot structure, so the version worth saving is the one whose task list you would happily start from, not the one mid-flight with half its work rewritten.

    Open Projects

  2. Save it as a template.

    The tasks, their subtasks and their structure come across. It is a copy taken at that moment: editing the project afterwards does not change the template, and editing the template does not touch the project.

  3. Start the next one from it.

    From the Template Library or straight from the New Project modal. Both open the same dialog, so there is one flow to learn rather than two that drift.

  4. Give it a name and a start date.

    The start date is what makes a template reusable: relative due dates are rebuilt from the day you pick, so a template written for a two-week launch works in March and again in September. You land in the new project when it saves.

Can I change one later?

Templates are editable in their own editor from the library. The creator and workspace admins can manage them.

Template or Blueprint?

A template repeats a shape you have already proven. Blueprint invents a shape for something you have not done before. If you run the same kind of project repeatedly, the template is faster, free to use each time, and more accurate.

Similar readings

Everything below is in the Happiness Center.

Task Templates

A reusable task tree with descriptions, tags, assignees, and subtasks up to three levels. Stamp it into any project, under any parent task.

Project Blueprint

Describe a goal in a sentence and Didi drafts the whole project: tasks, subtasks, priorities, and due dates. You edit everything before it saves.

The Template Library

One page holding three kinds of reusable structure: Project Templates, Task Templates, and Description Starters. Shared across every workspace on your account.

Can I save my own templates?

Yes, three kinds, all in the Template Library.

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