Create and modify a group’s project templates

Last update: May 9, 2025

CREATED FOR:

  • Admin

When you are viewing a group that you manage in the Groups area, you can view and work with project templates associated with the group and any of its subgroups.

If there are any groups above your group, their administrators can also do these things for your group. The same is true for Workfront administrators (for any group).

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

Adobe Workfront planAny
Adobe Workfront license

New: Standard

Or

Current: Plan

Access level configurationsYou must be a group administrator of the group or a system administrator.
Object permissionsView access or higher on the templates you want to view and work with

For more detail about the information in this table, see Access requirements in Workfront documentation.

View, work with, and create templates for your group from the Groups area

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. In the left panel, click Groups Groups .

  3. Click the name of the group for which you want to create or modify templates.

  4. In the left panel, click Templates to list the templates that are associated with the group and with any subgroups it might have.

    You must have View access to a template to see it in this list. For information about this access, see Grant access to templates.

  5. Do any of the following:

    Add a template

    Click New Template, then configure it using the available options. For information about these options, see Create a project template.

    The template is automatically associated with the group.

    For information about how group preferences apply to new templates, see How preferences apply to templates and template tasks in this article.

    Edit one or more templates

    Select at least one template, click the Edit icon , then use any of the available options to configure it. For information about these options, see Edit project templates.

    The Edit icon is available only if you have Edit access to all of the templates you select. For information about this access, see Grant access to templates.

    Delete one or more templates

    Select at least one template, then click the Delete icon .

    This icon is available only if you have Edit access to all of the templates you select. For information about this access, see Grant access to templates.

    Share one or more templates

    Select at least one template, click the Share icon , then click one of the following options in the dropdown menu:

    • Template: In the Template Access box that displays, add names to specify who you want to have access to the template itself.

      For more information, see the section Share a template in the article Share project templates.

    • Project: In the Project Access box that displays, add names to specify who you want to have access to the projects created from the template

    The Share icon is available only if you have Share access to all of the templates you select. For information about this access, see Grant access to templates.

    Export the list of templatesClick Export , then select the file format you want for the exported list.

How preferences apply to templates and template tasks

When you create a project template, the settings listed in the tables below are configured automatically by a correlating project or task preference.

NOTE
Either a group-level or system-level project or task preference affects a project template, depending on whether you associated the template with a group when you created it.
If you did associate it with a group, the group-level preference takes effect. This occurs in the following scenarios:
  • You create the template from the Groups area, as explained in this article
  • You specify a group when creating the template using a Kickstart file
  • You specify a group when creating the template using the API
If you didn’t associate the new template with a group, the system-level preference takes effect. This occurs when in the scenarios below. (If you later assign a group to the template or template task, the group’s preferences don’t affect it.)
  • You create the template from the Templates area
  • You don’t specify a group when creating the template using a Kickstart file
  • You don’t specify a group when creating the template using the API