Project Template
Configuring project templates allows users to apply a common template for repetitive projects, such as creating workspaces for new hires, uploading websites, or upgrading software applications. With project templates, you can auto-populate known data, saving time and effort.
In project templates, you can add milestones, tasks, and project members.
Role Required: SDAdmin
On this page, you will find detailed information on configuring project templates.
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Go to Setup > Templates & Forms > Project Template.
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Click New Project Template. The displayed form consists of three main sections: Header, Fields List, and Canvas.
Fill out the form as directed.
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Header
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Provide the basic details of the template.
Template Name: Provide a unique name for the template.
Comments: Provide a brief description about the template.
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Fields List
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The fields list in the right pane contains two tabs: Available Fields and New Fields.
You can configure additional fields under Setup > Customization > Additional Fields. More information on configuring additional fields is available here.
Based on the selected field type, the field properties vary. More information on different field types is available here.
Sections: Apart from the fields, you can add new sections to the template from the right pane. Drop the New Section element to the template and group the fields within the section.
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Canvas
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Canvas contains various fields to capture vital information about the project. Some of the fields are hard-coded into the template and cannot be removed. You can add more fields and sections into the canvas and define their properties.
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Name a section by clicking Untitled and type in the relevant section name.
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Hover over a section and use Section Properties  on the upper-right corner to configure the number of columns, label orientation, collapsed state of the fields in the section.
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Hover over the field and use Field Properties  to mandate a field. You can use  to delete the field.
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Rearrange the fields and sections by using a simple drag and drop method.
You cannot delete the sections with hard-coded fields. However, you can move the hard-coded fields to another section before deleting the section.
Hard-coded fields in the project template are Title, Status, Owner, Estimated Hours, Actual Hours, Estimated Cost, Actual Cost, % Completed, Scheduled Start, Scheduled End, Actual Start, Actual End, Project End, Created Time, Description, and Attachments.
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After saving the template, the following tabs will become available in the template configuration page:
View or Edit Details
Under Details, you can add or edit the project details. You can use the Actions drop-down to add milestones, tasks, and tasks from template and copy project template.
Add Milestones
Milestones are achievable target points in a project. They are sequenced to track the progress of a project. To add a milestone,
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Open a project template.
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Switch to the Milestones tab, click Add Milestone.
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Provide a milestone name and description.
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Select the priority and status.
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Enter the approximate time required to complete the milestone.
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Add attachments if any using the drag-and-drop method or click Attach File.
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Click Save.
Milestone List View Actions
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To edit or delete a milestone, click the Actions icon beside it and select the required operation.
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To bulk delete, select the milestones and click Delete.
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To set the milestone execution order, click Organize on the top of the header menu and reorder milestones using the up and down arrow. Click Apply.
Add tasks to a milestone to organize and track the progress of milestone. To add a task to a milestone,
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Go to the milestone details page, switch to Tasks.
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Click Add Task.
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You can also use a task template by clicking Add Task > Add Task from Template. Select the task template and click Add Task.
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You can use the Quick Add option to instantly add a task too.
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Fill out the displayed form and click Save.
Task List View Actions
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To edit/delete a task, click the Actions icon beside it and select the required operation.
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To bulk delete, select the tasks and click Delete.
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Click Organize on the top of the header menu and use the up and down arrow to reorder the tasks.
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To associate tasks and milestones, select the tasks and click Assign Milestone. Select a milestone from the list and click Yes.
Add Tasks to a Project
Tasks are discrete pieces of work or activity done in a project. To add task to a project,
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Open a project template.
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Switch to Tasks.
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Click Add Task. You can also add tasks via task templates. From the Add Task drop-down, click Add Task from Template. Select the task template and click Add Task.
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Provide a task name and description.
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Fill out the necessary details and click Save.
Task List View Actions
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To edit or delete a task, use the Actions icon.
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To bulk delete, select multiple tasks and click Delete.
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Click Organize on the top of the header menu and use the up and down arrow to reorder the tasks.
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To associate tasks and milestones, select the tasks and click Assign Milestone. Select a milestone from the list and click Yes.
Add Members
After creating a project template, you can add members and assign roles. If you create a project using this template, the members under the Members tab will be automatically added to the project. To add members to a project template,
If a project role is not assigned to a member, they will hold the default project role.
Bulk Actions
On the members list view page, you can delete project members and assign project roles in bulk.
Task dependency is a logical relationship between tasks that defines the order of completion of each task.
You can mark dependency between the following tasks within a project template:
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Project template tasks
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Tasks between project template and the project's milestone template
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Tasks across milestone templates within a project template
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Tasks within a milestone template
Configure Tasks Dependency
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Then, repeat the process with the second task as source node and next task as target node to define the sequence of tasks.
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To delete dependencies, hover over the dependency link and click the Remove icon.
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You can also mark task dependency while creating a project.
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Manage Templates - Use the Actions icon besides the template names to edit, delete, enable, disable, or copy the project template.
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Mark as Default - Click 
to mark the template as default.
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Search - Click 
on the top-right to search through all the columns other than date fields.
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Table Settings - Click Table Settings 
to limit the number of records displayed per page, set view option, and sort templates as needed.
