Project templates are a fast and easy way to plan and schedule work in Float. You can create a new template from scratch, or use an existing project to build one.
Creating New Template
To create a new template, head to the Projects page and select Manage templates > New template. Enter any relevant project info, add your team, set duration, and create your tasks, phases, and milestones.
Duration - Set the duration of the project. When you create a project based on this template and select a start date, the end date will automatically be calculated based on the duration you've set.
Phases - You can add Phases to a Project template.
Set an offset (when a phase will start after X amount of days) and the duration of each phase:
When you create a project based on this template, the phase start and end date will be calculated automatically based on the offset and duration you've set. While phases can be included in the project template, it's not currently possible to add tasks to a phase within a template.
Milestones - Add a milestone for the Project template. You can set the offset and duration for the milestone.
When you create a project based on this template, the milestone start and end date will be calculated automatically based on the offset and duration you've set.
You'll see the same project info each time you use the template, so it's up to you how specific to get with the details.
📝Note: By default, all projects have the task list locked with Only Project Managers can add to this list. You can change this setting in the Tasks section.
Creating New Template from existing Projects
To create a new template from one of your existing projects, click on a project to open the project side panel. Click on the project options menu (vertical ellipses) and click on Create template from project.
Using Project Template
Once you've created a template, you'll be able to use it whenever you add a new project.
If your team works on the same tasks repeatedly, or you want to use one of your existing projects as a jumping-off point for new work, using a project template will help automate the creation process and give you back more of your time.
You can select a start date to automatically calculate and fill in all of your project dates (including phases and milestones) based on the durations and offsets you've configured in the template.
📝Note: You can still manually change the duration of each project date if needed.
Additional info
Anyone with access to create a new project can also create a new template or use an existing template.
Project managers who don't have permission to edit budgets will not be able to use any templates with a budget set.
Creating and editing project templates has no impact on reporting.
Checking the Always start from a blank project box hides your templates from displaying in the future when adding a new project.
To restore your templates to the project creation screen, click on Manage templates on the Projects page and check the Show templates when I create new projects box.
If you delete the project template, the existing projects created from this template will be unaffected.
While you can add tasks to a project template at the project level, adding tasks to phases in a template is not currently supported.