Templates

Do the same sorts of projects over and over? Save yourself time by adding frequently-used messages, to-dos, files, and more to a project template.

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Templates are made from scratch — you cannot create templates from an existing project. You also cannot move things from an existing *project* to an existing or new *template.* 

Creating a new project template

Click on the "Make a new project" button found right on the Home page.

Screenshot of the Home screen with an arrow pointed to 'Make a new project'

Then click on the "Use a template" link:

Screenshot of the New Project creation pop-up with 'Use a template' highlighted

Click on the "Edit templates" link on this next page. 

Screenshot of the new project pop-up with 'Edit template' highlighted

Click on the "+ New Template" card. Like regular projects in Basecamp 3, you’ll want to name your project template and give it an optional description. You can always change this later.

Screenshot of a project templates screen with the New Template button highlighted.

Once saved, you can start adding content and organizing your new project template. This works just like other projects in Basecamp 3! Click the section you’d like to edit and add content. When you create a new project from this template, we’ll copy everything over so you don’t have to.

Screenshot of a new template

You can even rename the tools and toggle them on/off. That way, if you run a lot of projects that are just to-dos and messages, you can disable tools you don’t use.

Animated GIF of editing a template's tools.

Email Forwards are a little different. You can turn them on, but we won‘t provide an email address until you create a project from the template.

Screenshot of the Email forwards tool in a Template

Adding Doors to a template

As you set up the tools in your template, you'll also see an option to open a Door to an external service:

Screenshot of the tools area of a Template with the link to create a Door highlighted

Doors are a fantastic way to bring everything you use into Basecamp — to make your Basecamp account a central resource. Set up links to services like Zendesk, Github, Notion, and Google Drive to name a few. If you don't see your external service listed, that's no problem! Choose the "Other" option at the bottom of the list. Paste the link to what you want folks to have access to then click on "Add this Door."

Screenshot of adding a door to another service

Starting a project using a template

Once you create your first template, you can create projects and teams from those templates. Click on the "Make a project" found right on the Home page.

Screenshot of the Home screen with an arrow pointing to "make a new project'

On the next screen, you'll see a link to "Use a project template..." that you should click on:

Screenshot of the new project pop-up with the "Use a template" link highlighted

Choose which template you want to use from the dropdown menu, name your project, add an optional description to this project. Finally, click the "Create this project" button.

For large templates, it may take a few seconds to copy everything over. While the content is being copied, you may briefly see a “Building from template…” indicator. This should be brief and you click through anytime.

Managing your templates

Click on the "Make a new project" button from the Home page, then on the next page click on the "Use a template" link:

Screenshot of the new project popup with "Use a template" highlighted.

Click on the "Edit templates" link on this next page. 

Screenshot of the new project popup with the 'Edit templates' link highlighted

You'll see all of your templates on this page and option to create another:

Screenshot of the Project Templates page.

Archived and deleted project templates will not appear in the templates menu when you’re starting a new project.

Schedules

Any dates you add will be scheduled relative to the start date of your project.

When you add an event to your template, you'll choose the week, and the day of the week for that event. Click to choose the day of the week, and click the arrow to change the week number.

Screenshot of creating a scheduled event in a template

The project's start date is the day you create it from the template. Week 1 of your project begins on Sunday of that week.

Screenshot of the schedule tool in a template

Here’s how the Schedule will look once you add a few events and to-dos:

Screenshot of the Schedule page in a template, with several events.

You can tweak your dates manually in the project before or after inviting people to join the project!

Week 1 starts on the prior Sunday, so events occurring earlier in the week may appear in the past, depending on when you start your project.

To-dos

Like Schedule events, due dates on to-dos are relative to when you start the project. You can specify a due date or start/end dates, just like regular to-dos. To-dos inside project templates cannot be completed.

Screenshot of creating a dated to-do in a template.

Because you don’t invite people to project templates, you can assign to-dos once you create a project from the template.

Inviting People

When you start a project from a template, you’ll be the only person invited. This gives you a chance to tweak dates and modify the content.

An animated GIF of creating a project from a template and adding users.

Once you invite people to your new project, everyone will get a summary email. This email will contain all their assignments (if you've assigned any to them in the new project), messages, and other project info.

Note: Everyone on your account can make edits and create projects from templates, except those added as clients. Learn more here.

Next up: Forwards →

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