Project templates

Create project templates for repeated projects and their associated milestones and issues.

Project template

OverviewCopy Anchor Link

Use project templates to create a project with a predefined lead, members, status, initiative, milestones, and issues.

Project templates are standard only — they pre-fill the composer rather than asking form questions.

KeyboardCopy Anchor Link

Press G then S to open Settings, then go to Projects → Templates for a workspace template. Open a team first when you want a team-specific template. Press N then P to open the project composer.

MouseCopy Anchor Link

Click Create new project on workspace or team Projects, then open Template beside the team. Choose a team before picking a template.

Command menuCopy Anchor Link

Open the command menu with Cmd/Ctrl K and choose:

• Create new project from template… to start a project from an existing template
• Create new project template… to open a new template in settings

ConfigureCopy Anchor Link

Open Settings → Projects → Templates for a workspace template, or Settings → Your teams → <team> → Templates for a team template. Workspace templates need a workspace manager. Team managers author templates for teams they manage.

When you create a template for the workspace, every team can use it. When you create a template for a team, only that team can use it. Sub-teams do not inherit a parent team's templates.

To name the template the composer opens with, open the team's Templates page and set Projects created in this team.

BasicsCopy Anchor Link

Create templatesCopy Anchor Link

Click New template. Give the template a name and, optionally, a description of when to use it. Set Visibility to Everyone in the workspace or One team.

When creating a project template, you can set:

• Project name (leave blank to name it at creation)
• Summary
• Description (becomes the project's main document)
• Icon
• Team(s) the project lives in
• Project status (Idea, Discovery, Proposal, Accepted, Ready, In Progress, Paused, Maintenance, Completed, or Canceled)
• Project lead
• Project members
• Associated initiatives
• Labels
• Dependencies (blocked by / blocking)
• Project milestones
• Issues to be created within the project

Under Seeded work, use Add milestone, Add issue, and Add sub-issue. A seeded issue can take unset properties from an issue template. A sub-issue inherits its parent's milestone. Nesting stops at an issue and its sub-issues. One template may seed at most 200 items.

Start and target dates are not template fields. Set dates on the project after it exists.

Edit templatesCopy Anchor Link

Open the … menu on a template row to Edit, Duplicate…, Copy URL to create project from template, or Delete.

Deleting stops the template from being offered. Projects already created from it, and every milestone and issue it seeded, are unchanged.

If someone else saves while you are editing, Pulse refuses your save rather than overwriting theirs. Reload, then reapply your changes.

Use templatesCopy Anchor Link

When creating a new project, open Template beside the team. You can also choose Create new project from template… in the command menu, or open a link copied with Copy URL to create project from template.

A template that only fills properties merges into the composer and stays editable. A template that seeds milestones or issues creates that graph with the project in one operation. Before you create, the composer shows Work this template creates, grouped by milestone, with issues that belong to none under No milestone.

If you already edited a field the template also sets, the composer lists it under Your changes that this template will not carry. Remove the template to keep your values, or accept the list and create.

If creation is interrupted, retrying resumes the same project instead of starting a second copy. Delete the partial project first if you would rather start clean.

FAQCopy Anchor Link