Creating a project from a template
Choose a flow
Situation
The company repeats the same kind of project.
Recommendation
Save a template (task tree, dependencies, milestones, roles, effort plan) and create new projects from it.
Why
Templates store structure by role and working-day offsets, not specific people, progress, logged hours, absolute amounts or customers. Dropped parts are reported back. Creating from a template uses the normal project create path, so the kickoff approval gate still applies.
Steps
- Open /projects/templates.
- Save an existing project as a template (review what was dropped).
- Create a project from the template with a start date.
- Assign people to each role (they must be in the Members directory).
Avoid
- Expect the template to be an exact copy including people and amounts.
Roles & permissions
Read templates: projects:read; edit/delete: projects:admin; built-in templates are read-only.