How to make your own project templates

By José Padilla 22 Mar 2013


Many users have asked us for a way to reuse projects without having to go through the whole process of creating a new one, adding goals and tasks every time. Essentially they wanted a way to reuse already existing templates of work for similar projects. We are happy to announce that as of today you can create your own project templates.

Having project templates is specially useful if you already have a set of goals and tasks that you do for similar types of projects. For example, if your company designs websites for clients, you most likely follow a workflow and have a couple of things you always have to get done for those types of projects.

To get started, you can create a new project or select an existing one that you already use as a starting point for other projects. For this example, I created a new project with goals and tasks from the Web Developer Checklist.

Duplicating a project will make a copy of its goals, tasks, comments, and discussions while still preserving a task’s assigned user, color, status, and a goal’s assigned reviewer. Have this in mind when creating your project templates to take full advantage of it. Once you’re done with your project template, the only thing you have to is go to the project’s settings and click on Duplicate Project.


This will automatically create a copy of your project which might take a few seconds. Once it’s done you’ll be notified of your newly created project.


If you’re on the Free plan you’ll notice your new project might be archived. To get around this you can maintain your project template archived and still duplicate it to create a new project. In this case if you didn’t have any other active projects you’re new project will be active and ready to work on.


And that’s it! Now you can go ahead, rename this project, change it’s URL, and set a cool project email.

We think this is a super useful feature that many of you have been requesting for a while and we hope you like it. As always we really want to know what you think, so please send us an email us or send a tweet to @Blimp.

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