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 for your future project settings. This information will then transfer to any project that you create from the template.
You can create a new template in the following ways:
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From scratch, as described in this article.
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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.
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By copying it from another template.
For more information about copying an existing template, see Copy a project template.
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By importing Blueprints. You must be a Workfront administrator to import Blueprints. For information, see Configure a blueprint.
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront license |
Standard Plan You must be a system administrator to import templates from Blueprints |
| Access level configurations | Edit access to Templates |
| Object permissions | You 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
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Click the Main Menu icon
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Click New Template.
The template is untitled.
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Specify a name for the new template in the template header, then press Enter.
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Click the Template Tasks section in the left panel.
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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.
The Create Template Task box opens in the new experience.
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(Conditional) Using the new experience, update information in the following areas in the Create Template Task box:
- Template Task Name
- Overview
- Assignments
- Finance
- Custom Forms
- Documents
- Settings
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Click Create template task
Or
Click Switch back to old experience at the bottom of the Create Template Task box.
The New Template Task opens in the old experience.
note tip TIP In Production, the old experience opens by default. -
Update information in the following areas in the New Template Task box:
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Overview
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Finance
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Settings
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Assignments
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Custom Forms
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Attach Document
Updating information for a template task is similar to editing tasks on a project. For more information, see Edit tasks.
note note NOTE You cannot add recurring tasks to a template. -
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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.
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(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.
note tip TIP You cannot edit tasks directly from this Gantt chart. -
To add information to your new template, click the More menu
For information about editing a template, see Edit project templates.
note note 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. -
Click Save.
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(Optional) Add the following items to the template
- Documents
- Risks
- Approval processes
- Billing Rates
- Expenses
- Queue Details
- Topic Groups and Queue Topics
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(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.