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Create a template

I need to create a custom template. Basically, I need to copy the outline of the projects, milestones, and tasks to another project - and will need to do the same for many projects going forward.

Gina Scheffel Answered

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Gina,

Easy to do.  In general, all you need to do is select the project, right click on it and select Save as Template. More information is available here:  http://usermanual.clarizen.com/#templates.  In general, you would want the project that you plan on converting to a template to include all the required milestones, tasks, etc.  You'll have the option to include or not resources, notes and documents.

-Ariel

Ariel Rak 0 votes
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Patrick, 

Unfortunately, our Template module does not allow you to make changes, only to view which is not very helpful. Luckily, there is a way around this. If you create a test project or use the imported project, you can Save the currently used workplan as a template by clicking on the Misc link above the ribbon and then selecting Save as Template. 

You will see that if you are using an existing Template, you can either override existing or you can create a new template.

Boris Krutiy 0 votes
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