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.
Availability: Premium plan - 20 templates, Enterprise plan - 30 templates
Benefits
- Replicate and reuse the structure and content of existing projects.
- Standardize and maintain your project's workflow.
- Customize a project after creating it from a template.
- Save time by creating a template for projects that are repetitive.
- Set task dependencies in project templates.
Create a template
Create project templates and use them in your upcoming projects.
- Navigate to Projects tab in the left navigation panel.
- Click Project Templates tab.
- Click New Project Template.
- Select the Project Layout that you want to apply to the template from the upper-right corner. If you haven't created any project layouts, Standard Layout will be listed in the drop-down. Learn more about creating a Project Layout.
- Enter the Project Template Name and select the project that you want to make as a template in Choose from Projects drop-down.
- Check the Add closed tasks as open tasks in the project template option if required. Closed tasks in the selected projects will be added as open tasks in the template.
- Type your Project Overview.
- Click Add Project Template to create your new project template.
Add Task List to a Template
- Navigate to Projects tab in the left navigation panel.
- Click Project Templates tab and you can see the list of all the project templates.
- Select a template and navigate to task module.
- Click on the arrow next to the Add Task button to access the Task List option.
- Click Add Task List.
- Enter the task list details
Clone from Task Template: This allows selecting an existing task list template.
Clone from a Project or Project Template: This allows selecting an existing task list for a project or project template. - Select a phase if applicable.
- Set the task list flag as internal or external.
- Add tags if required.
- Click Add.
Edit / delete a template
- Navigate to Projects tab in the left navigation panel.
- Click Project Templates tab and you can see the list of all the project templates.
- Hover over the project template that you want to edit or delete.
- Click
or right-click and choose Edit Template or Trash Template to edit or delete the project template.
Clone a template
- Navigate to Projects tab in the left navigation panel.
- Click Project Templates tab and you can see the list of all the project templates.
- Hover over the project template that you want to clone.
- Click
Create Project from a Template
- Navigate to Projects tab in the left navigation panel.
- Click Project Templates tab and you can see the list of all the project templates.
- Hover over a project template.
- Click
- Enter a Project Title.
- If desired, select a Template and an Owner, enter Start and End Dates, and create a Project Overview.
- Set the Group, Budget, Task Layout, and other criteria for your project.
- Default Billing Status can be changed when creating a project. It will override the selection in Portal Settings.
- Map a relevant task layout to your project from the Task Layout drop-down. To view the list of task layouts available in your portal, navigate to
> Customization > Layouts and Fields > Tasks > Task Layouts.
- Select a Billing Method (note that this option only appears when Zoho Projects is integrated with Zoho Invoice or Zoho Books, and it is not available in the free plan).
- Based on Staff Hours - Users are assigned different rates, and project billing is based on the user rates of the team members working on the project. You can set user rates in the Add User page.
- Based on Project Hours - All users are assigned a standard rate, and project billing is based on the hours logged for the project as a whole.
- Customize the tabs for your project as necessary. You can control the visibility of the modules to others in the project with this option.
- Click Add.
Trash a Project Template
- Navigate to the Projects tab in the left navigation panel.
- Click the Project Templates tab.
- Hover over the project template and click
> Trash Template.
- Confirm your action.
Trashed project templates will be moved to the Recycle Bin and can be restored within 30 days.
More Reads
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Project Template Operations
Set Task Recurrence and Reminder in a Project Template You can create tasks and set recurrence and reminders for Templates. These will apply when you create a project using the template. Recurring Tasks In a project template, you can create tasks and ...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 in Project Template Navigate ...Task Templates
Task Template is a set of tasks grouped under a Task List Template. This template can be used whenever a user wants to create a task lists with similar tasks. Add a Task List Template Click in the upper-right corner of the top navigation band. ...Project Tab
Project tabs let you view project related browser tabs within the projects. You can configure the project tabs to be displayed within specific projects or across all projects based on your requirement. Benefits Access web applications within Zoho ...Business Hours in Templates
Business Hours settings help you to calculate the task duration based on your settings. When you choose an existing project / task template for a real time project, all its tasks, milestones, forums and comments are shifted based on the Project Start ...
New to Zoho LandingPage?
Zoho LandingPage Resources