Project templates

Do you have processes for repeated activities? If not, we highly recommend to start with project templates in Freelo. Process can be just a checklist of steps. Helps you keep the same procedure and do not forget anything.

Project templates help you to create typified projects quickly. There can be also pre-set due dates or sub/task solvers.

Template of the project Training & Workshop.
Template of the project Training & Workshop.

How to create a template

You can create a new project template and define To-Do lists with tasks and subtasks gradually. There are few ways how.

Create new template

Go the section Projects > All projects > click Create template.

How to create a new project template.
How to create a new project template.

Appears a form where you enter template name and its captain. In case you are part of team using paid plan you should select captain who has paid plan.

Enter template name and select its captain.
Enter template name and select its captain.

Then you have clear project template where you define particular To-Do lists, tasks, subtasks. You can also invite other users, assign them as solvers or preset due dates.

Template from existing project

In case you have a well structured project and you know the tasks are regular, you can create a template from existing project.

Go to All projects and via three dot menu on the right click Create template.

How to create a template from existing project.
How to create a template from existing project.

When it is your own project you can create a template on project detail. Click setting icon and Create template.

How to create project template from your own project.
How to create project template from your own project.

New project from template

To create a new project from template click on Create project.

Example of how to create a new project from template.
Example of how to create a new project from template.

In the form, fill in the project name and select the date from which the deadlines will be set according to the template. Then choose row or column display, currency (cannot be edited later) and project’s captain.

How to use templates

As soon as you have some project templates, you can find them in the section All projects > Project templates.

List of project templates in All projects.
List of project templates in All projects.

Then you can add particular To-Do lists or tasks with defined process to running project. Also it helps you create tasks in bulk.

Add task from template

Go to project detail and click arrow icon next Add task > Add from template… 

How to add tasks from template.
How to add tasks from template.

In following window select a task template that you want to add as new task.

See how to create tasks from template in bulk.
See how to create tasks from template in bulk.

Add To-Do list from template

Below see how to add To-Do list from a template. Click Add from template… via arrow next to red title To-Do lists.

How to add a To-Do list from template.
How to add a To-Do list from template.
Example how to create a To-Do list with tasks and subtasks from a template.
Example how to create a To-Do list with tasks and subtasks from a template.

Invite users to template

It is also possible to invite users to the project’s template. This allows you to share the template with other users who can use it as well.

Go to section Users in the template and click green plus icon invite others.

Click Users in the particular project template.
Click Users in the particular project template.
Click green plus icon and invite new or current users you cooperate in Freelo.
Click green plus icon and invite new or current users you cooperate in Freelo.

As soon as you invite users to template you can assign them to tasks and subtasks. Assigned users remain as solvers in created tasks or whole To-Do lists.

Set up due dates

You can set up floating due dates, for example + 7 days since the date you choose when creating a new project from template. In the template you preset the deadline for task or subtask.

Add due date just as in common task. Place mouse over a task and click Assign/Due… or go to task detail. Or use the keyboard shortcut the cursor on the task + T.

How to add task due date in template.
How to add task due date in template.
Add number of days since the task creation.
Add number of days since the task creation.
Example of To-Do list with tasks with preset due dates.
Example of To-Do list with tasks with preset due dates.

What is converted from the template to a new project?

  • Structure of To-Do lists, tasks and subtasks
  • First comment in task or subtask
  • Sub/task assignment to other users (solver must be invited to the template and the new project)
  • Pre-set floating due date based on the date you choose when creating a new project from template

Text form of the template

You can have every template written in text form.

Multiple To-Do list creation

Go to particular project and click the arrow icon next to red title To-Do lists > Add more items…

In following form add To-Do list, tasks and subtask in precise form:

= To-Do list name
Task name
– Subtask name

How to add multiple items as more To-Do lists.
How to add multiple items as more To-Do lists.

Multiple task creation

Click arrow next to Add task > Add multiple tasks…

How to add multiple tasks to To-Do list.
How to add multiple tasks to To-Do list.

In following window input particular tasks and subtask. Enter list of task name without any marks. Each task is per one line. In case you want to add subtask add dash in front of the subtask name.

You can also assign all of them to one user via Assigned to or add due date. Confirm via Save.

Form to add tasks and subtasks in bulk.
Form to add tasks and subtasks in bulk.

Template transfer

The same way as project transfer works the template transfer. It might be handy when Project managers create templates under their accounts at the beginning or you have a new boss/team captain.

Go to section Projects in upper blue bar > All projects > Project transfers.

Transferring templates is hidden under Project transfers.
Transferring templates is hidden under Project transfers.

You can transfer your own templates to another user – the best one is the captain with paid account plan, via Transfer to user. Another way is to request template transfer from the current owner to you (only if you are invited to the template) – Request from users.

Transfer a template to another user or request it and become a new owner.
Transfer a template to another user or request it and become a new owner.

Template transfer to another user

In case you want to transfer your own template to someone else, you have to click checkboxes next to the template name. Below select the new template owner > Who do you want to transfer your projects? and confirm via Transfer selected projects.

How to transfer the template to another user.
How to transfer the template to another user.

Template request from a user

You can request a template transfer only if you are invited to the template. Via checkboxes select the templates that you want to own. Confirm via Request project transfer.

How to request the template from another user.
How to request the template from another user.
Updated on 21.10.2021

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