Project Templates

Project templates let you easily predefine recurring work packages.

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Key benefits and use cases

Project templates work great when you're creating similar projects over and over again:

• Standardize project creation with consistent descriptions, tags, and settings
• Start with ready-made task lists and tasks instead of creating them manually
• Set project and task statuses from the start
• Use automations by defining project automations in advance

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What project templates include

• Name and optionally an image: The image is displayed when you select a template during project creation and helps with recognition.
• Description that gets added when you create a project
• Tags for projects created with the template
• Budget
• Project settings:
  • Pre-set tracked time as billable (including Auto, which depends on whether a customer is selected during project creation)
  • Choose a task list for tasks that come from emails: which task list email-created tasks should be added to
  • Project type
  • Use template image for project: if disabled, the customer image will be used by default when creating a project with a customer
• Project and task statuses (board columns): learn more here
• Custom fields for tasks: learn more here
• Automations: learn more here
• Task lists & tasks as a starter set for new projects

You can reorder statuses, task lists, and tasks by drag and drop.

Task templates can contain relative fields (for example, due dates).

Learn more: Task Templates

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Create a new project template

1. Navigate to Settings (gear icon in the bottom left of the main menu) > Templates.
2. In the top section Project Templates, click + Add.
3. Enter a name and optionally add an image.
4. Click Save.
5. Then adjust the details of the template (for example, tasks, automations, statuses).

If you've already created task templates, you can also import task lists into your project template.

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Convert an existing project into a template

1. Open the project.
2. Open the Actions menu in the top right (in the header or the Home tab) and select Create template
3. Give the template a name and optionally an image.
4. Choose which project elements should be included (all are selected by default).

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Create a project with a template

1. Start creating a new project and enter your project information.
2. When the template selection window appears, click the template you want to use. Choose between your own templates and an awork template.

Preview project templates and set favorites

To use project templates efficiently, these features are available to you:

Show preview

• In the project template selection, an info icon appears in the bottom left corner when you hover over it. You can use it to open a preview of the template.
• In the preview, you'll see the settings and content that will be applied to your project.

Set favorites

• Click the star icon in the bottom right corner, which appears when you hover over the selection, to save the template as a favorite.
• Favorites are displayed first in the order they were selected.

Backward scheduling for templates

With backward scheduling, you can set an end date for the last task when creating a project with a template.

Instead of scheduling all tasks from "today" onwards, you set a reference date (for example, project end or a custom date) when selecting a template. The tasks are then automatically scheduled backwards from that date.

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Manage templates

• Go to Settings (gear icon in the bottom left of the main menu) > Templates
• In the Project Templates section, you can see all templates saved in your awork.
• Using the Actions button, you can edit a template (change name and image), duplicate it, or delete it.
• Click on a template to open the details and edit the content.

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Tips for using project templates and notes

Templates and projects are not linked to each other after creation. Using a template copies the data into the project.

• Keep automations optional by creating them in the template as disabled
• In addition to templates you create yourself, you'll also find pre-made project templates in awork that the awork team has created. You can find more information about awork templates here.

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FAQ

Are project templates linked to the projects created from them?

No. When you create a project with a template, the template data is copied into the project. You can edit or delete the project content without affecting the template.

If I change a template later, will existing projects be updated?

No. Changes to the template do not affect projects already created from it. The exception is automations: if you change an automation in the template, awork asks whether existing projects should adopt the change (you can skip this).

Can I preview a project template before I use it?

Yes. When selecting project templates during project creation, click the info icon to see a preview of the template's settings and content.

What is backward scheduling for templates?

Backward scheduling lets you set the date by which the last task should be completed when creating a project with a template. The tasks are then scheduled backwards from that reference date.

How is the due date for a task set dynamically when a project template is used?

Dynamic due dates are set based on the project creation date (the day the template is used). Example: If you load a project template on 03/05/2026 and the task has a due date 5 days after creation, the task's due date is 03/10/2026.