Create project template in zoho sprints

Create project template

You will be able to carry out the following actions based on your profile permissions. Click the Permission Helper at the bottom of the page to know your profile permissions.

Create a new project template

  1. Navigate to Projects
  2. Click the Create drop-down.
  3. Select Template.
  4. Enter the Template Name, select the Owner, choose a project to clone, choose the Item Layout, and enter the  Description
  5. Click Add.
  • You can skip the Clone From option if you do not want to clone the template to an existing project.
  • You will be notified once all the data is cloned to the template from the project.   


Configure project template settings  

Once you add a project template, you can set up its configuration. Go to  Project Settings and start setting up the template configuration. 
  1. Navigate to  or click Configure Template in the bottom left corner. 
  2. Click  Project Configuration.
  3. Create Custom Work Item Type, Custom Priority, and Custom Status

    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
      Redefine the way you work
      with Zoho Workplace

        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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us:  support@zohoforms.com


                            




                          

                        Zoho Marketing Automation

                          Zoho Sheet Resources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  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

                                                                                    • What are project templates?

                                                                                      You will be able to carry out the following actions based on your profile permissions. Click the Permission Helper at the bottom of the page to know your profile permissions. Project templates Organizations sometimes perform a predefined set of ...
                                                                                    • Add work items and sprints to project templates ​

                                                                                      You will be able to carry out the following actions based on your profile permissions. Click the Permission Helper at the bottom of the page to know your profile permissions.  Add work items to project templates   Navigate to  Projects.  Click in the ...
                                                                                    • Create project

                                                                                      You will be able to carry out the following actions based on your profile permissions. Click the Permission Helper at the bottom of the page to know your profile permissions. Add a project After you create your team: Click Create a New Project. Enter ...
                                                                                    • Clone project templates

                                                                                      You will be able to carry out the following actions based on your profile permissions. Click the Permission Helper at the bottom of the page to know your profile permissions. Clone an existing project to a template   You can also clone an existing ...
                                                                                    • Zoho Projects Integration

                                                                                      No matter how many projects you have on your list or teams to coordinate - Managing everything in the right way matters the most. Project management methodologies are many, and every team is bound to follow a standard process. That's why moving to a ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      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