In this article you will learn:
1. What is a template?
Templates allow you to adopt a project structure for multiple projects
You can start planning a new project directly with a template and save a lot of time when creating the project plan
By using the same template, you create consistency between your projects and the associated processes
Once you have created templates, you will avoid mistakes in project and process planning in the long term
2. Where and how can I create a template?
Create one or more projects with a recurring structure
Open the three-dot menu in the project header and select Save as template
Give the template a title, select the organization, add a description of the template and select which information of the project should be included
Finally, click on Create Template
You will be informed about the generation and successful creation of the template and can access it by clicking on Open template
Templates are marked as such in the project header
3. Where and how can I use a template?
Click on the Plus icon to create a new project
Select My templates
When you hover over a template in the list, the description is displayed
Select a template and click Next
Next, give the project a title and determine which information of the template should be included
Click on Create project and start your work
4. Where and how to find and edit templates
Type a #Template in the global search for projects or in the Portfolio view
Open the template you want to edit
Editing your template isn´t different to editing your project
5. What happens next?
Now you can fill the project with further details (e.g. due dates) and make your project work a success
Often questions about "How can I create and use my templates?" come along with questions about: