Exporting/importing project templates

Available for:
Free
Premium
Business

Checklists have been known to save many a missed task and the ensuing headaches. Make sure you and/or your team never forget a key step along the way by creating your own project templates.

You can create and re-use project templates as .csv files, or as weblinks that you can easily share with anyone. Here’s how:

You can only create project templates from the web or desktop apps. This feature isn’t available on mobile.

Creating project templates


Web, Mac, Windows (legacy)

  1. Open the project you want to duplicate.
  2. In the top-righthand corner, click on the [insert tool icon here] project actions icon.
  3. Select “Export as a template”.
  4. Choose whether you want to save the template as a .csv file or as a shareable weblink.

Windows 10

  1. Open the project you want to duplicate.
  2. In the top-right corner, click on the [insert 3 dots icon here] project actions icon.
  3. Select Export to template.
  4. Choose whether you want to save the template as a .csv file or as a shareable weblink.

Your project template will be an exact duplicate of the original including all due dates, comments, and files.

You’ll have the option to “Use relative dates” in your template. That means that dates like “tomorrow” or “in 5 days” will be set based on the date you import the template into a new project. For example, if you create your new project and import the template on May 5, any task with a due date of “tomorrow” will be due on May 6.

Importing project templates from a shareable weblink

  1. Click on the weblink for the project template you want to re-create (see step 4 above).
  2. Click Import. 

duplicate-projects-web-importing.jpg

A new project will appear at the bottom of your project list with all of the original project’s tasks – including all due dates, comments, and files.

You can also choose to import the template into an existing project from the drop-down menu on the import page.

Importing project templates from a .csv file


Web, Mac, Windows (legacy)

  1. Create a new project – or open an existing project – to import your template into.
  2. Click on the [insert tool icon here] project actions icon in the top-right corner.
  3. Select Import from template.
  4. Select the .csv file template from your computer (see step 4 above).

 

 duplicate-project-web-import-from-template.jpg


Windows 10

  1. Create a new project – or open an existing project – to import your template into.
  2. In the top-right corner, click on the [insert 3 dots icon here] project actions icon.
  3. Select Import from template.
  4. Select the .csv file template from your computer (see step 4 above).

date-and-time-windows.jpg 

The project will be populated with all of the original project’s tasks  – including all due dates, comments, and files.

You can re-create the project template even faster by dragging and dropping the .csv file directly into an existing project.

 

 

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