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Make a Project a Project Template

Turn any existing project into a reusable template so your company can quickly start new projects with the same setup.

  1. Click the dropdown menu at the top of the page and select View All Projects.
  2. The All Projects window opens. Type a project name or number in the search box at the top of the window to filter the list.
  3. Select the project to be used as a Project Template by clicking its Project Name, or click the New Project button to create a new Project Template from scratch. 
  4. On the project homepage, click Project Administration, then click Project Details.
  5. On the project details page, click the Available as template toggle.
  6. The selected project is now available as a Project Template. When users from your company create new projects going forward, they will see your project in the list of templates.

Note: You can toggle the template on or off at any point. If you're not ready to make the project an official template yet, just click the toggle again to make it not available as a template.