How to create a new template for Projects?

Profit.co provides an option to create a project template, enhancing efficiency and ensuring consistency across multiple projects.

Why this feature?

• Generate reusable templates to standardize processes, reducing setup time and ensuring consistency across various projects.
• Streamline project setup for consistent workflows, enhancing organization and productivity across teams.

Step 1

Navigate to Settings → Portfolios and Projects → Projects from the left navigation panel and switch to the Templates tab.

On the Templates page, click on the + Create Template button.

Step 2

On the Create Templates side panel, enter the Project name, fill in the required fields, and click the Next button.

Step 3:

You can create milestones and break them down into tasks by clicking the + Create button.

Enter the Milestone Name, add Owners, and set both start and due dates for milestones and tasks using relative durations.

Start Date Field: This defines when the task should start in relation to the Project's start date. Example: If you enter 5, it means the task will start 5 days after the project begins.

Due Date Field: This defines how long the task should take, starting from the task's own start date. Example: If you enter 3, the task will be due 3 days after it starts.

Once done, click the Save button.

Similarly, you can create a new task template by using the + icon. Once done, click Save and move to the Next.

Step 4:

You can add the members for the project by clicking the + Add Members button. After that, click the Create Template button.

The newly created Project template will appear on the Templates page.

When creating a new project, you can select the template that fits your requirements.