Project Templates

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 or from the setup page.

Navigate to Projects and select Project Templates from the drop-down. You can also navigate to > Portal Configuration > Templates > Projects and access project templates.

In Zoho Projects, you can:

Create a template

Create project templates and use them in your upcoming projects. They save a lot of your time.

  1. Navigate to Projects and select the drop-down where you can find the list of categories.
  2. Click Project Templates and you can see the list of all the project templates.
  3. Click the New Project Template to create a new project template.
  4. Enter the Project Template Name, select the project that you want to make as a template in Choose from Projects, type your Project Overview and select the Post-event date. (Note: Post-event date is a custom field, so it is not mandatory to select the field. If you don't require the post-event date, you can choose Project Custom Fields and delete the post-event date field.)
  5. Click Add Project Template to create your new project template.

Just follow the above steps and convert any project into a project template.

You can make use of such templates and deal with similar projects in the future.

Note:

  • You must be a Portal Owner or an Admin to create project templates.

Edit / delete a template

  1. Navigate to Project Templates.
  2. Hover over the project template that you want to edit or delete.
  3. Click  and choose Edit Template or Trash Template to edit or delete the project template. 

Modify an existing project template

It is possible to edit project templates and make changes to the project modules like Tasks, Task lists, and Milestones to match your business needs.

Note:

  • While adding tasks in project templates, you can choose to start the tasks after few days, weeks, months or even hours after the scheduled project Start date.
  • Only if you have set your Task Duration in hours in your Module Configuration, the hrs option would be displayed in the task's Start After field.

Create a new project using a project template

  1. Navigate to Projects and click New Project in the upper-right corner.
  2. Select the existing project template in the Choose a Template field.
  3. Enter the Project Start Date of your project and fill in other details. 
  4. Click Add Project to proceed.

Create task dependencies in templates

Setting dependency between tasks is the best way to track their progress. Dependency can be set for tasks in Project Templates.

 Create task dependency from tasks 

  1. Navigate to > Portal Configuration > Templates > Projects and select a project template.
  2. Select Gantt Chart from the left panel.
  3. Mouse over a task to open a popup.
  4. Toggle between the Predecessors tab and the Successors tab, then click Add Predecessor or Add Successor.
  5. Enter the task name you want to link into the Select Tasks field.
  6. Click Set Dependency to save.

 Create task dependency from Gantt chart

  1. Navigate to > Portal Configuration > Templates > Projects and select a project template.
  2. Select Gantt Chart from the left panel.
  3. Click and drag a line from the parent task to the target task in the Gantt chart. A dependency has been created.

Note:

  • Hold down the 'ALT' key, then drag a line to the target task to view a pop-up where the dependency type and time lag can be modified.
  Create dependency between tasks in Project Templates

 

 View task dependency 

  1. Navigate to > Portal Configuration > Templates > Projects and select a project template.
  2. Select Gantt Chart from the left panel. The tasks of all open projects are available in a list view.
  3. The Gantt is partitioned to showcase the Unscheduled Tasks explicitly while the tasks with start (and/or) end dates are found in the calendar view.
  4. Mouse over a specific task to view its task assignee, start date, end date, and predecessor/successor tasks in the task pop-up. From here you can also perform these actions: 
    • Click   to add a new task above the respective task or sub task. The new task or sub task inserted is always at the same task level.
    • Click    to bring the task's corresponding Gantt to view. Also, click the icon and draw a line to the target task to set a new dependency. 
    • Click and drag a task between a set of tasks to reorder. Also, drag and place the task over another task to make it a sub task.
 

 Modify task dependency type 

  1. Navigate to > Portal Configuration > Templates > Projects and select a project template.
  2. Select Gantt Chart from the left panel.
  3. Mouse over the task to view a pop-up. Toggle between the Successor or Predecessor tabs to view the linked tasks.
  4. Click near the current dependency type to modify the dependency.
 

 Remove task dependency 

  1. Navigate to > Portal Configuration > Templates > Projects and select a project template.
  2. Select Gantt Chart from the left panel.
  3. Mouse over the task to view a pop-up.
  4. In the pop-up, mouse over the linked task name under the Successor or Predecessor tab to find at the right end. Click it to remove dependency between the corresponding tasks.
 

 Set lag or lead using Milestone Gantt

Lag is the time gap between the predecessor and successor tasks. If the lag value is negative, it is known as lead time. Learn when to use lead and lag values.

  1. Navigate to > Portal Configuration > Templates > Projects and select a project template.
  2. Select Gantt Chart from the left panel.
  3. Mouse over the task for which time lag or lead needs to be set. A pop-up will appear.
  4. Click Set time lag under Successor or Predecessor tab and enter the lag or lead value in hours or days.
  5. Click ​ to save.
 

Related Topics

Home |Task Templates

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