Project Template

 

In this article: setting up a template, removing a template, adding a template.

 

Project Template is a Starter plan feature. It allows you to to create many similar projects quickly. Projects created using an existing Template have settings such as Billable Rates, Estimates, Tasks and Team already applied.

 

Setting Up a Project Template

    Open Project up for editing from the Projects page.

    Click on the cogwheel icon on the top right > Select “Set as template”.

    You can have an unlimited number of templates.

    Created templates appear in the project list and are indicated by an icon next to the details of each project.

 
set-as-template-uus

 

Removing Project Template

    Open Project up for editing from the Projects page.

    Click on the cogwheel icon on the top right.

    Select “Don’t use as template”:

Screen Shot 2015-07-23 at 15.52.46

 

Adding a Template to a New Project

    Click the green “Create a Project” button in the upper right-hand corner of Projects page.

    Click the “No Template” field (Note: If you don’t have any templates set, that field is not displayed).

    Choose your Template from the drop-down:

template

 



If you didn't find what you were looking for, please write to support@toggl.com and we are happy to help!


Was this article helpful?
Yes
No
Thanks for giving us thumbs up! Any feedback is still welcome! Thanks for the feedback! Any ideas what we could do better?

* Please leave your e-mail if you'd like us to get back to you :)

Thanks for your feedback! We're always working to help you better!
Oops! Something broke. We're working on fixing it. Sorry
TOP