Templates make your life easier. Often, your project will have similar tasks, user stories and actions. Creating templates for them will save time for you and your project manager.

Note: You cannot add task, user story or action templates to project templates. You can only add them to projects that you have created.

Read Understand When to Use a Task, User Story, or Action to better know when to use each type of work item.

Templates for Tasks

1. In the Configure area, under Templates in the left navigation, click Project Tasks where you will see a list of Project Task Templates.
2. Click the + icon to create a new task template.

3. Fill out the form:

Name: Enter the name of the task template.

Milestone: Toggle Yes if this will be a Milestone template.

Description: Describe the work that the task requires.

Budget Hours: Estimate the number of hours to complete the task.

4. Click Save. The form changes to allow for more information about the task.

5. Under the General tab, select the Billing Type: Time & Materials or Fixed Price.
6. Select the Project Task Classification. Click the field and press Enter to see a list.

Under the Details tab, if you toggled Yes to create a Milestone Task, you will see it default to your selection.

7. Select the Planned Role. Click the field and press Enter to see a list.
8. Under the User Stories tab, you can add User Stories to this Task Template.
9. Under the Actions tab, you can add Actions to this Task Template.
10. Click Save and then click the X in the upper right corner to close.

1. In the Configure area, under Templates in the left navigation, click User Stories where you will see a list of User Story Templates.
2. Click the + icon to create a new user story template.

3. Fill out the form:

Name: Enter the name of the User Story template.

Description: Describe the work that the user story requires.

Budget Hours: Estimate the number of hours to complete the user story.