Template Gallery
Projects templates are a convenient way of creating projects. Using existing template users can create a new project without the additional effort of adding milestones, task lists, tasks, users etc. In Zoho Projects, a project can be created from scratch, or you can use a predefined template from the Template Gallery. Projects templates created by users will also be listed under Template Gallery.
Access Template Gallery
- Navigate to Projects tab in the left navigation panel.
- Click New Project button in the upper right corner.
- Select a template and click Use Template.
To access the Template Gallery at portal-level,
- Navigate to Projects tab in the left navigation panel.
- Click
beside Projects. - Select Template Gallery from the drop-down.
- Select a template and click Use Template.
Disable Template Gallery
Users can disable the Template Gallery and directly access the project form every time they click the New Project button.
- Navigate to Projects tab in the left navigation panel.
- Click New Project button in the upper right corner.
- Select the Do not show this again checkbox. at the bottom-right corner.
- The view will switch to the New Project form.
- Click Browse Templates to view the template gallery again.
Sample Templates
Software/IT
With our pre-defined Template, managing and monitoring your software development project will be a breeze.
Digital Marketing
With the use of this digital marketing template, you can monitor the development of your marketing strategy, as well as SEO, branding, design, and progress toward your objectives. Meet your deadlines while fostering new levels of teamwork.
Construction
One of the most vital resources for any construction team are construction project management templates. It is crucial to streamline your procedure while planning building projects by using a premade template.
Manufacturing
Customize this high-level manufacturing template based on your company's needs.
Automobile Spare Manufacturing - Utilize this template to oversee the creation of your new auto part, from concept to completion.
Manufacturing New Product - Manage the development of new products. This manufacturing template includes pre-production activities, design, production, and release.
Marketing/Sales
Event Planner - Event planning templates are essential to the success of any event planning team! Starting with a pre-made template simplifies the entire process, from organizing venue information and budgets to curating the guest list and tracking attendance!
Product Launch - Kick off your next product launch with ready-made task on the board view and defined phases for product delivery and promotion on the Gantt view.
Sales Planning - Start your sales strategy with our high-level sales template.
SEO - SEO necessitates a large number of moving parts and contributors. With our comprehensive SEO template, you can easily manage your SEO activities.
RFP - Customize this High level request for proposal (RFP) template to help buyers make informed decisions about business partnerships or purchases by explaining product or service needs to vendors.
Risk Tracker
Using this template, you can plan for project risks. Risk will occur, but you can prepare for it by having a response plan in place.
Wedding Planner
Are you getting married? Use this wedding checklist to help you plan your wedding without stress. Organize and personalize this template to make your wedding day perfect.
Travel
Trip planning is the key to a stress-free getaway when it comes to making the most of your time away from the office. Preparing for every aspect of your trip with our high level travel itinerary template is the first step toward total relaxation.
Vehicle inspection
It's a good idea to inspect your vehicle on a regular basis. This ensures your and your family's safety. With our template, you can get started quickly.
UX Research
With this template, you can easily create and repeat processes for conducting UX research.
Accounting
With this template, you can easily keep track of your accounts and financial statements.
Apartment Maintenance
With this project template, you can streamline and standardize maintenance tasks for apartments, ensuring consistent and efficient upkeep.
Retail Store
With our Retail Store project template, you can easily set up your own retail store.
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