Create a project directly from a template

Last update: 2023-11-15
  • Created for:
  • Beginner
    User

If you happen to be working on a template and need to create a project using that template, click the 3-dot menu next to the template name. Then select Create Project.

Create project option in menu

The details window allows you to make changes to the settings of the new project.

Project creation page

NOTE

In order to create a project using this method, you need access to the Templates area of Workfront. If you are unable to access templates, you can still use a template to create a project from the Projects area or when converting an issue/task.

TIP

If there’s a template you use frequently, make it a favorite! You’ll see the template listed in the New Project menu, in addition to it appearing under the Favorites menu in the navigation bar.

New project favorite templates

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