Project Templates
You can create templates for repeatable processes when creating projects and tasks, like setting up design sprints, organizing client briefs, and preparing for review meetings.- Create a project with the tasks you’d like in your template.
- Click Info > Project Settings > Settings > Duplicate Project.
Your entire project, including all tasks, will be duplicated. Project properties (e.g. project status, briefing…) will also be preserved.
Note: Project members (except the user duplicating) and task comments won’t be copied.
Task Templates
- Click the three vertical dots to open the task settings menu.
- Click “Duplicate task”.
The new task retains all properties and versions from the original. Task comments won’t be duplicated.