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Project templates
Project templates
Alison Prator avatar
Written by Alison Prator
Updated over a week ago

Project templates draft are a fast and easy way to plan and schedule work in Float. You can create a new template from nothing, or use an existing project to build one.

To create a new template, click the Projects page > Manage templates. Enter any relevant project info, add your team, and create your tasks.

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.

๐Ÿ’ก Here's a tip: Check the Lock task list box to prevent new tasks from being added and ensure that your team schedules work and logs time from an approved list.

To create a new template from one of your existing projects, click into the project menu and select Actions > Create template from project.

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.

Additional info

  • Scheduling information such as tasks, milestones, and phases are not currently included.

  • 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 the Manage templates menu and check the Show templates when I create new projects box.

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