Understand project templates
Learn how to create, share, and manage project templates, utilize Blueprints, assign tasks to job roles, and edit template project teams.
Create a Project Template and Learn about Blueprints
Learn to create a project template from scratch and from an existing project, and understand how Blueprints can give you access to a world of useful project templates created by Workfront experts.
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Create a project directly from a template
Create projects directly from templates by ensuring access rights, using the three-dot menu to select "Create Project," editing the project details as needed, and finalizing the process for an efficient setup alternative.
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Share a project template
Learn how to share a project template and how to share projects created from a template.
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Copy an existing project
Easily duplicate projects by using the "Copy" option in the three-dot menu, renaming and setting the status to "Planning," copying custom data and forms, and transferring issues separately via the Issues tab for tailored project setups.
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Deactivate a project template
Learn how to share a project template granting rights to activate and deactivate it, and how to activate and deactivate a project template.
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Edit the project team in a project template
Avoid unintentionally including project team members in a template project team by learning how to edit the template project team.
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