Creating and Using Project Templates - CoSchedule Blog

Creating and Using Project Templates

The Project Template feature allows you to save a template version of a project that you can reuse for similar projects, allowing you to easily duplicate settings and saving time on repetitive tasks. Any user can implement a saved Project Template, but only admin users can create and save new templates.

Note: Project Templates are available in our Marketing Suite.

Creating a New Project Template

To create a new Project Template from an existing project, follow these steps:

  1. From the calendar page, click the project you’d like to turn into a template.
  2. When viewing the project, click the ellipsis icon, then select Save as Template.
  3. You’ll see a blue Project Template header appear at the top of the page to indicate you are working with a template.

When you create a Project Template from an existing project, all the content and settings from the original project are preserved, with the following exceptions:

  • Any discussion will not be duplicated in the template.
  • For any scheduled items, times are preserved, and dates become relative to the scheduled date of the project. For example, if the original project was scheduled for September 5th, with a social post scheduled to publish at 8:00 AM on September 7th, the Project Template will have that social post scheduled to publish at 8:00 AM two days after the day project is scheduled. This same relative scheduling applies to tasks.

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Using a Project Template

Once you have created a Project Template, you can use it as the basis for future projects. To use a Project Template, follow these steps:

  1. From the Calendar, click Create, or click on the day you’d like to schedule the project.
  2. Click From Template…
  3. In the Choose a Template panel, select the template you want to use.
  4. A new project will be created from the project template. You can edit and schedule this project as usual, without affecting the Project Template.

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Editing a Project Template

You can easily access and edit existing Project Templates at any time. When you edit a template, the changes only apply to future projects created from the template. Existing projects will be unaffected.

Please note that only admins can edit Project Templates.

To edit a Project Template, follow these steps:

  1. In the Calendar Settings menu, under Templates, click Projects.
  2. Select the template you want to edit and make your desired changes.

You can also create new Project Templates from your Project Template Settings. Just click New Templates to create a template from scratch!

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