Create a project template

You can create and delete templates from the Templates area. When building a new template, you can enter the information for all of the tasks and all information for your future project settings. This information will then transfer to the project, when you create it from the template.

You can create a new template in the following ways:

  • From scratch, as described in this article.

  • From existing projects, by saving a project as a template.

    For more information about creating templates from existing projects, see Save a project as a template.

  • By copying it from another template.

    For more information about copying an existing template, see Copy a project template.

  • If you are a Workfront administrator, you can create templates by importing Blueprints. For information, see Configure a blueprint.

Access requirements

You must have the following:

Adobe Workfront plan*

Any
Adobe Workfront license*

Plan

System administrator for importing templates from Blueprints
Access level configurations*

Edit access to Templates

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.
Object permissions

You have Manage permissions to the templates you create, by default

For information on requesting additional access, see Request access to objects .

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Create a template

  1. From the Main Menu click Templates.

  2. Click New Template.

    The template is untitled.

    New template

  3. Specify a name for the new template in the template header, then press Enter.

  4. Click the Template Tasks section in the left panel.

  5. ClickStart Adding Template Tasks.

    Or

    Click New Template Task to start adding tasks to your template.

    Adding template tasks to a template is identical to adding tasks to a project.

    For more information about adding tasks to a project, see Create tasks in a project.

    NOTE

    You cannot add recurring tasks to a template.

  6. (Optional) Click the Gantt chart icon in the upper-right corner of the Task List to see a visual representation of the template’s task list.

    TIP

    You cannot edit tasks directly from this Gantt chart.

  7. To add information to your new template, click the More menu , then click Edit.

    For information about editing a template, see Edit project templates.

  8. Click Save Changes.

  9. (Optional) If you want to add additional items to the template, see the section Add additional items to a template in the article Edit project templates.

Template settings determined by group association

A project template’s association with a group (or lack thereof) affects how project, task, and issue preferences determine certain settings in the template. For more information, see the section Create and modify a group’s project templates in the article Create and modify a group’s project templates.

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