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.

In Projects, click Project Templates, and then click the Plus icon at the top right corner to create a new project template. Choose the preferred project that you want to make as a template and click Add Project Template to save a project template.

Create-project-template

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

Created-project-template

Edit / delete a template

In Projects, click Project Templates, hover over the desired project template, click the Action menu and then choose the required option to edit or delete.

Actionedit-project-template

Work with a project template

You can open any required project template and modify it's project activities. You can add tasks, bugs, tasklists, milestones and so on to match your business needs. Once you have planned all your project activities in templates, it is easier to choose these existing templates in real-time projects.

While adding tasks in project templates you can choose to start the tasks after a few days, weeks, months or even hrs after the project start date. However, the hrs option is displayed in the task's Start After field, only if you have set your Task Duration in hours in your Org Settings.

projecttemplate-hrs

Choose a project template

You can now choose and import your saved project template while creating the actual project. In Projects, click the Plus icon at the top right corner to create a new project. Choose an existing project template,specify the other project details and then click Add Project to create a new project using a project template.

Choose-project-template

Set task dependencies in templates

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

Related Topics

Home |Task Templates

Top