How to Create Custom Templates for Project

ProProfs Project simplifies project management through its nuanced features to reduce planning, creating, and tracking efforts.

With custom templates, you can:

1. Save time in adding a new project having similar prerequisites

2. Standardize tasks for easy comprehension and delivery

Below is how an already created custom project template looks like:

Here’s how you can create a custom template:

Step 1: On your projects dashboard,

• Click the dropdown next to the ‘+New Project’ button. Select ‘Create Using a Template’ to open the templates section.

• You can also access templates from the ‘Status’ dropdown menu.

Step 2: Click ‘+New Template’ in the upper right corner to create a custom template for projects. A popup view opens.

Step 3: Follow the instructions below:

1. Project Name: Give your custom template a name.

2. Description: Explain the template in a few lines.

3. Due Date: Since it’s a template, you can leave the due date to ‘Ongoing.’

4. Assigned To: Add users or teams to handle different tasks related to the project template. Learn more.

5. Add Tags: Mention tags to filter projects easily. Learn More.

Step 4: Click ‘Advanced’ to customize different elements of your custom project template further.

Learn more about Advanced settings here.

Step 5: Click ‘Save’ to save your changes, and your brand new custom template is ready.

Alternatively, you can create a template from the dashboard too.

• Click on the ‘+New Project’ button. A popup window opens.

• Follow Steps 3 & 4.

• Enable ‘Save as Template.’

• Click 'Save' to save your changes.

• Click on the Three Vertical Dots or the Kebab Menu Icon of the project you want to convert into a template.

• Select ‘Convert to Template’ from the list.

Now that you have created a new template, you can add tasks to it.

To learn how to add tasks, click here.