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Create template from project

Last update: Fri Oct 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can create templates when you save an existing project as a template.

After you save an existing project as a template, you can use the new template to create new projects. This simplifies and expedites the project creation process.

NOTE
When saving a project as a template, the actual dates of the tasks and of the project do not save for the template.
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.

Access requirements

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

Standard

Plan
Access level configurations Edit access to Templates
Object permissions

View or higher permissions to a project

You obtain Manage permissions to the template after you create it

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

Create template from project

  1. Go to the project that you want to save as a template.

  2. Click the More menu More icon , then Save as Template.

  3. Specify the following information for the template:

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    Template Name Specify a name for the template.
    Description Provide a description for the template.
    Is Active

    Select from the following options:

    • Yes: Other users can find the template and attach it to projects.

    • No: Other users cannot find the template and cannot attach it to projects.

  4. Click Custom Forms in the left panel.

  5. Click the Add custom form field and either start typing the name of a project custom for, or select one from the list.

    If any custom forms are already associated with the project, all of the information in the existing fields from those custom forms displays on the forms.

    You can include up to 10 custom forms on a single template.

  6. Hover over a form’s name, then click to drag and drop it in a new place.

    Save project as template top of the box

  7. Click Options in the left panel, then select the fields or items you want to transfer to the template.

    All items are checked by default. Deselected items are not transferred to the template.

    Save as template options

  8. Click Exclude in the left panel, then select any tasks that you want to exclude from the project.

    Save as template exclude

  9. Click Finish and Save Template.

    Your template now appears in the list of available templates. Users can either attach the new template to an existing project or use it to create a project.

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