How to Create & Use Project Management Templates

In ProProfs Project, you can create a new project using our readymade designs or a custom template.

Benefits of using project management templates:

• Quickly set up new projects without wasting time and effort on finding the right design

• Standardize your project account with a seamless approach for every project

In this article, you’ll learn:

1. How to Create Projects Using Readymade Templates

2. How to Create Projects Using Custom Templates

 How to Create Projects Using Readymade Templates

Step 1: In your ProProfs Project account,

• Click on the arrow next to the New Project button and select “Create Using a Template.”

Here’s a list of ready-to-use templates:

Step 2: Hover over the templates under the General Templates tab to pick one. 

• Get a preview of the template by using the “Preview” button.

• Start editing the template by clicking the “Use Template” button.

Step 3: After selecting the template, the project editor opens, where you can add tasks and perform other operations.

 How to Create Projects Using Custom Templates

Step 1:  In your ProProfs Project account,

• Click on the arrow next to the New Project button and select “Create Using a Template.”

Step 2: Go to “My Templates.” Here, you will find the list of custom templates you created using an existing project. 

Step 3: 

• Hover over a template and click on the “Use Template” button to select it.

• Click on the three vertical dots or the kebab menu icon to access some quick settings of the custom templates.

Step 4: Once you pick a template, the editor opens where you can do the following and more: 

• Tweak the project name & task name.
• Create your workflow to build a customized project.
• Add users to your project and assign tasks to them.
• Track project progress on the go.

That is all about using project management templates.