Project Templates In Zoho Projects

Project Templates In Zoho Projects

Set up a default work space and save your time and effort in managing your projects effectively, like never before. In Zoho Projects, you can structure a template and define it to your projects in the portal using an exclusive feature called the Project Templates . It lets users create "n" number of projects with the same template, which in turn helps them to carry out project activities dexterously.

For example, you own 20 projects in your portal. You will likely be comfortable to have a similar project flow (i.e. structure) for all the projects to manage and run the process effectively. In this case, using a project template can save your time and effort in managing the progress of your project unruffled.

Availability: Premium, Enterprise and Express

Accessibility: Portal Owner and Admin

How do I create a project template?

You can create a new project template from the existing projects in your portal.

  1. In Projects, click Project Templates.
  2. Select New Project Template to create a template.
  3. Enter the Project Template Name and choose the project that you want to make it as a template.
  4. Specify the Project Overview.
  5. Click Add Project Template.


How do I add the existing project template to my new project?

While creating a new project, you can assign the preferred project template and manage the flow effectively. 

  1. In Projects, click New Project.
  2. In Choose a Template, select the existing template that you want.
  3. Specify the other details.
  4. Click Add Project to create your project.


Project template can help in developing unique style for your projects like how your project modules are set, the overall look and feel of your project work bay.

Interested to know how many project templates you can create in your portal? 


Will I be able to edit or remove the existing project templates?

Yes. You can either edit or delete the project template according to your business needs. For this, you need to click Projects and select Project Templates . Select the required project template and click Other Actions to edit or delete.

How will I modify the project modules for existing project templates?

Project start date plays an important role in modifying the date and duration for your project modules in your project template. Just ensure that you choose to start your modules after your project start date.

For example: If your project's start date is 06/07/2016 [MM/DD/YYYY], then you can specify the Start After date for your task after few days, months, weeks or hours after your project start date.

You can also create tasklist and task template and copy it to other project's task and tasklists section for making the process even more efficient. I will brief you on Task Templates in my next post.

Start creating your project templates and make your project progress easier than ever.

See you around friends!
Monica. R



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