Create Project From Template | Online Help | Zoho Projects

Create Project From a Template

Create a New Project

  1. Navigate to Projects tab in the left navigation panel.
  2. Click New Project button in the upper right corner.
  3. Select the existing project template in the Template field.
  4. Enter the Project Start Date of your project and fill in other details. 
  5. Click Add to proceed.

Set Task Recurrence and Reminder in a Project Template

You can create tasks and set recurrence and reminders for them. These will apply when you create a project using the template.

Recurring Tasks

In a project template, you can create tasks and set them to recur anytime using the Recurring function in Zoho Projects. You can set recurrence details while creating or editing a task.

You can enable the  Set to previous business day  option, to automatically set the previous day as the Start Date for the task, if the Start Date of the recurring task occurs on a holiday or a weekend. This option is enabled only if the Recurring frequency of the task is set to  Monthly or Yearly.

You can also set the recurring frequency for tasks without any defined limit. The No End Date option helps in defining the limitless occurrence.

Task Reminders

If you're working on multiple tasks, you need a reminder to know the start and end dates of the tasks. Setting up a reminder will send timely email notifications. With task reminders in Zoho Projects, you don't miss a single task.

In Remind on, if you select:

  • None: There are no reminder mails for these tasks.
  • Daily: Reminder mail for a task is triggered daily from the scheduled date in Start Date until the Due on date. (Mail notification is sent every day, from the selected start date until its due date.) Also, based on Business Hours settings, reminder mails are sent even if the task Start Date and End Date falls on a weekend or holiday.
  • On Same Day: Reminder mail for task is triggered only on the scheduled Due on date. (Mail notification is sent only on the task due date.) Also, based on Business Hours settings, reminder mails are sent even if the task Due on date falls on a weekend or holiday.
  • day(s): You can set reminder mails to be triggered any desired number of days, ahead of the scheduled Due on date. For example, you can set reminder mails to be triggered 3 days before the Due on date. Also, based on Business Hours settings, if you have skipped weekends in your settings, reminder mails are calculated and sent skipping the weekend or holiday.

However, you cannot set reminders for elapsed date in Zoho Projects.


    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training


                  Zoho TeamInbox Resources




                            Zoho DataPrep Resources

                              Zoho DataPrep Demo

                              Get a personalized demo or POC

                              REGISTER NOW


                                Design. Discuss. Deliver.

                                Create visually engaging stories with Zoho Show.

                                Get Started Now











                                                      • Related Articles

                                                      • Project Dashboard

                                                        Dashboard in a project shows important progress indicators, graphs, statistics, and other key performance indicators to quickly understand where the project stands. Benefits: View summary of work items in the project Check progress of your project ...
                                                      • Project Templates

                                                        Project templates can help you manage your work more efficiently. You don't have to repeatedly enter the same tasks, and can thus save time and be more productive. Project Templates can be accessed from the project list view.  Project Templates ...
                                                      • What is the difference between project template and task template?

                                                        Project template, lets you create a sample template for the project, where you can add tasklist, tasks etc. When creating a new project, you can just choose the project template. This helps you save time and effort. Learn more. Task templates, lets ...
                                                      • Create Task Dependencies in Project Templates

                                                        Setting dependency between tasks is the best way to track their progress. You will be able to set dependency between tasks of the same project in Project Templates . Know more about task dependency.  Create Task Dependency From Tasks  Navigate ...
                                                      • Create Projects

                                                        Projects can be created newly or created from existing project templates. You can also create groups to classify the projects and manage the privileges of the other project users by making the projects private or public. Click to learn more about ...

                                                      Resources

                                                      Videos

                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                      eBooks

                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                      Webinars

                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                      CRM Tips

                                                      Make the most of Zoho CRM with these useful tips.



                                                        Zoho Show Resources