Save a template
- Open the project → ⋯ → Save as template.
- Choose what to include: statuses, fields, views, automations, tasks, and whether assignees carry over.
- Decide whether it is yours or shared with the workspace.
Dates become offsets
Absolute dates in a template are stored as offsets from the start date. A kickoff on day 0 and a launch on day 30 stay thirty days apart wherever the new project starts, so you never paste a project full of dates from last year.
Task templates
A single task can be a template too — useful for anything with a checklist somebody keeps rebuilding from memory. Create one from any task with ⋯ → Save as task template, then insert it with C then T.
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