Create a task from a project task template

You can save a project task as a template and reuse it when creating a task.

Before you begin

Role required: it_project_manager

You must have a template from an existing project task that has the required field values. See Templates for more information on this platform feature.

Procedure

  1. Navigate to Project > Tasks > All.
  2. Click New.
  3. If the templates do not appear at the bottom, click the ellipsis () icon at the top of the form, and select Toggle Template Bar.
  4. Click the template link in the template bar at the bottom of the form.
    The template is applied to the project.