How to Create a New Template from an Existing Project?

  1. Navigate to task listing > Select all tasks or selected few using the checkbox
  2. Click on the drop down option from top left corner of the listing table > Create project template
  3. In the popup > Scroll to the bottom of ‘Select Template’ drop down > Add New Template > Give a name to the template > Create

TaskProject Template

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Note: To add your selected tasks to an existing template, select a template from the drop-down & click on ‘Create’.

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