all articles

How to Create Project Templates

date icon

How to Create Templates in Easy ProjectsIf you encounter the same type of project over and over, then you’ve probably been recreating them from scratch every time. This is tedious and inefficient not to mention a waste of your valuable time.

That’s why Easy Projects allows you to create and use templates. Its a much faster and more reliable method of creating common projects.

To create the template, all you need to do is create a project like you normally would. You set activity schedules, assign people, and establish dependencies. When you’re done, just click on the Activity Status and select Template.

Its that easy!

To create a project from your new template, just type in the new projects name in the Quick Create box, and select your template from the drop down list of available templates. You can then replace the placeholder details and dates with those of the actual project.

Check out the video if you want to see more about creating and managing templates.

Follow us

Find Out How Easy Project Management Can Be!
Try for Free

Related Posts

post cover
Best PracticesProject Management

Why PM Software is the Best Solution to Monitor Project Health and Progress

post cover
Best PracticesProject Management

How to Prioritize Projects: Best Practices in 2022

post cover
Best PracticesPSAVideo Tutorials

6 KPIs for Professional Services Firms in 2021

Nice! You just took the first step to achieving game-changing results.

To ensure your demo is tailored to your team’s specific needs, we're connecting you with a product specialist to better understand your requirements.

support illustration

Schedule a 10-minute meeting to start your trial

The calendar is loading... Please wait

It’ll take you 8-minutes to see
Easy Projects features in action:

  • Project Management
  • Financial Management
  • Resource Management
  • Custom Reporting
  • Artificial Intelligence
happy illustration

Nice! You just took the first step
to achieving game-changing results!

Create your account right now. Have a great start with your 14-day trial!

For the best experience please access Easy Projects from a desktop PC or tablet or download Easy Projects app at