How to create a new template for Projects?

Category: PPM

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 Create button. 

Note: In Project Templates, dependencies can now be set while creating a Task Template. Dependencies can only be established between tasks within the same template—tasks from other templates cannot be linked as dependencies.

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.

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