Saving a project as a template

Saving one

Open Actions → Save as template (or the project's settings menu). Give it a name and, if you like, a description for its card. Owners and editors can save; viewers cannot.

A template keeps the lanes (colors, limits and the done setting), tasks and sub-tasks in order, labels, statuses, custom fields, dependencies, priorities, points and repeat settings. People, comments, time, files and custom field values stay behind.

• Dates are kept as gaps from the project's first date, so the plan keeps its shape wherever it starts.
• Notes covers task notes and the project's Docs page.
• Finished tasks are kept and start open. Leave them out and their sub-tasks go with them.

Starting a project from it

Your templates appear first in the gallery (New project → From a template). Choose Use template, name the project and pick a start date; every task's dates move with it, and the window shows when the plan ends. Everything starts open: tasks that were in a done lane go to the first lane that is not done, and tasks with a done status take the default one.

Keeping it current

Saving the same project again offers to Update the template you saved from it, or to save a new one. A template card's menu renames it, opens the project it came from, or deletes it with Undo.