Create a Template from an existing Project

If you've already got your work set up in an existing project, you can make a template based on that project for your future work!

Inside your project, click the ••• Options menu at the top right, then select 'Save as a project template':

You can add a new name and description to your template, as well as decide if you want to keep the same user assignments on To-dos and Cards and/or include the comments on the items in your project.

Click 'Create template' to create a new template based on your project.


  • All the messages, to-dos, files, docs and card table will be included in the new template.
  • Chat history will not be included in the template.
  • All items will be marked hidden from client users.
  • Due dates and events are marked relative to the project's original creation date.