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Create a project task from a project › Starting a project › Using Project Management › Project Management › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a task from a project task template

You can save a project task as a template and reuse it when creating a task.

Before you begin

Role required: it_project_manager

You must have a template from an existing project task that has the required field values. See Templates for more information on this platform feature.

Procedure

  1. Navigate to All > Project > Tasks > All.

  2. Select New.

  3. If the templates do not appear at the bottom, select the ellipsis (

Image omitted: gannt\_chart\_icon.png
Ellipsis icon\) icon at the top of the form, and select **Toggle Template Bar**.
  1. Select the template link in the template bar at the bottom of the form.
Image omitted: template\_link.png
Template link
The template is applied to the project.

Parent Topic:Create a project task from a project