Getting Started Guide

Project Templates

Project templates can really help you to manage your work in a timely and efficient manner. It helps you save time by repeatedly entering tasks and by this improves your productivity.

In Zoho Projects, you can:

Create a Template

You can create project templates and choose these templates while creating the actual project. In fact, you can choose an existing project as a template too.

Note:

  • You can create project templates only if you are the Portal Owner or Admin.
  1. In the Templates section, click Project Templates.
  2. Click New Project Template from the right menu panel.
    Create-project-template
  3. In Project Template Name, specify a name for the project template.
  4. In Choose from Projects, select an existing project as a template.
  5. In Project Overview, brief about the project details.
  6. Click Add Project Template to create a project template.

A project template with Dashboard, Tasks & Milestones, Bugs, Documents, Forums and Users tab is created.

Created-project-template

Edit a Template

  1. In the Templates section, click Project Templates.
  2. Hover over the desired project template to edit, click Action menu and then click Edit Project Template Details.
    Actionedit-project-template
  3. Modify the project template details as required.
  4. Click Update, to update the changes.
Edit-template

Delete a Template

  1. In the Templates section, click Project Templates.
  2. Hover over the desired project template to edit, click Action menu and then click Delete Project Template.
    Actiondelete-project-template
  3. A warning message about deleting the project template is displayed.
    Delete-project-template
  4. Click OK to delete the project template.

Choose a Project Template

You can now choose and import your saved project template while creating the actual project.

  1. In the Home section, click Projects.
  2. Click New Project from the right menu panel.
    Choose-project-template
  3. In Project Name, specify the project name.
  4. In Choose a Template, select the desired project template.
    • If you choose any of the project templates, the Project Start Date is enabled. 
  5. In Project Start Date, select the desired project start date.
    • The Tasks, Milestones, Forums and Comments in the selected project template, will now be shifted based on the Project Start Date in the newly created project.
  6. In Project Overview, provide a summary about the project.
  7. If required, select Show this project overview by default.
  8. In Owner, select the project owner.
  9. In Group Name, select a project group to associate the project.
    • If required, hover over Group Name and click Add Group to create a new project group. You can add a project group only if you are the Admin.
  10. In Project access, indicate the desired project privilege.
    • You can indicate Private or Public access.
  11. Click Add Project to create a new project.

A new project is created based on the selected project template.

Set Task Dependencies in Template

Task Dependencies can be set for tasks with Duration and/or Start After values.

Note:

  • In task dependency view, the dependencies between tasks are set based on the Start After days set up in the project template.
  • The Seq.No for task dependency is based on the ascending order of the Start After time period. For example, Task with Seq.No 6 can have Predecessors from Seq.No 1 to 5, if the Start After time period of Task 6 comes after the end day (Start After + Duration) of all the Tasks from 1 to 5.
task-dependencytemplate

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