Create a project template

Last update: November 4, 2025

CREATED FOR:

  • User

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 for your future project settings. This information will then transfer to any project that you create from the template.

NOTE
A template and its tasks do not have actual dates, but rather an indication of which day (from when the future project might start) a task might start and on which day the task might need to complete. When using templates to create the future projects, the projects will receive actual dates. For information, see Create a project.

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.

  • By importing Blueprints. You must be a Workfront administrator to import Blueprints. For information, see Configure a blueprint.

Access requirements

Expand to view access requirements for the functionality in this article.
Adobe Workfront packageAny
Adobe Workfront license

Standard

Plan

You must be a system administrator to import templates from Blueprints

Access level configurationsEdit access to Templates
Object permissionsYou have Manage permissions to the templates you create, by default

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

Create a template

  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 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. Click Start Adding Template Tasks to add tasks inline

    Or

    Click New Template Task to start adding tasks to your template in the New Template Task box.

    New Template Task box

  6. Update information in the following areas in the New Template Task box:

    • Overview

    • Finance

    • Settings

    • Assignments

    • Custom Forms

    • Attach Document

      Updating information for a template task is similar to editing tasks on a project. For more information, see Edit tasks.

    NOTE
    You cannot add recurring tasks to a template.

  7. Click one of the following:

    • Save Template Task to save the current template task and closes the New Template Task box.
    • Save Template Task & Start Another to save the current template task and open another New Template Task box to add another task.
    • Cancel to close the box without saving the template task.

  8. (Optional) After adding the template tasks, in the Template Tasks section, 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.

  9. To add information to your new template, click the More menu More icon to the left of the template name in the header, then click Edit.

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

    NOTE
    A project template’s association with a group (or lack of a group) affects how project, task, and issue preferences determine certain settings in the template.
    For more information, see the section “How preferences apply to templates and template tasks” in the article Create and modify a group’s project templates.

  10. Click Save.

  11. (Optional) Add the following items to the template

    • Documents
    • Risks
    • Approval processes
    • Billing Rates
    • Expenses
    • Queue Details
    • Topic Groups and Queue Topics

  12. (Optional) Add the following items to the tasks in the template:

    • Documents
    • Expenses
    • Approvals

    For information, see the section “Add more items to a template” in the article Edit project templates.

recommendation-more-help