Overview
A project template is an option you choose when creating a new project. It sets the structure of the project, so you can either configure your own or start from a predefined template. This article explains the two options and how to use them.
Where to Find Project Templates
- Open the Projects page and click + Add (or Add Project) to start a new project.
- On the project creation form, find the template options. There are two radio buttons: Create Custom and Browse Templates.
Template Options
| Option | What it does |
| Create Custom | Lets you create your own template by configuring the options of your choice. |
| Browse Templates | Shows a list of predefined, pre-created templates to choose from. The available templates are Scrum and Kanban. |
Option 1: Create a Custom Template
- On the project creation form, select Create Custom.
- Configure the options you want for your own template.
- Continue with the rest of the project setup.
Option 2: Use a Predefined Template
- On the project creation form, select Browse Templates.
- Review the list of predefined templates (Scrum and Kanban).
- Each template has two buttons:
- View Template: opens a new window with a visual idea of the template.
- Use Template: selects the template for the project you are creating.
- Click Use Template on the template you want.
- Continue with the rest of the project setup.
Choosing Between Scrum and Kanban
| Template | Description |
| Scrum | Organizes work into time-boxed iterations called sprints. It suits projects where requirements evolve and deliverables are built step by step. |
| Kanban | Shows work visually as it moves through the stages of a workflow, helping teams see task distribution and spot bottlenecks. |
Notes
- Use View Template before you choose, to see what the template looks like.
- Clicking Use Template selects the template for the project you are creating. It doesn't create the project, so finish the project setup to save it.
- Template cannot be changed after the project is created
Troubleshooting
| Problem | What to check |
| The template options aren't visible | Check that you are on the project creation form and your account has permission to create projects. |
| The View Template window doesn't open | Check that your browser isn't blocking pop-up windows. |
| The template isn't applied to the project | Confirm you clicked Use Template and then completed the project setup. |
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