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Project templates
Project templates

Create ready to go drafts to plan projects faster

Jon Palustre avatar
Written by Jon Palustre
Updated over a week ago

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.

To create a new template, head to the Projects page and select Manage templates > New template. Enter any relevant project info, add your team, and create your tasks, phases, and milestones.

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.

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.

create template project

Once you've created a template, you'll be able to use it whenever you add a new project.

project template picker

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

  • 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.

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