You can clone templates to create new Projects, preserving all tasks and Task Groups, Checklists, and dependencies. For more information on Templates, see Intro to Templates.
Cloning a template will:
- Copy all field values of both the template Project, related Tasks (including topics), and Checklists
- Copy Task dependencies (if enabled)
- Copy all Chatter Groups associations applied to the template project
- Copy the Project Team
- Copy Project, Task Group and Task Files
- If cloning an archived template, the new Project will be set to active (cloning an archived template will not create an archived clone & archived template tasks will not be cloned/stitched into projects)
- Populate Template Source field on the cloned Project and related Tasks
- Set the Clone Operation Complete checkbox on the cloned Project and related Task Groups to true
Cloning a template will not clone any associated Chatter conversations although it will clone Chatter files.
You can also automate the cloning process using Flow. You can read about that in the following article: Automatically Clone Templates Using Flow.
If you would like to clone and insert templates or parts of templates into other projects, please see the Stitcher article. In addition, if you have task groups in your template projects, you can also clone individual task groups.
TaskRay also comes with Template Performance View, which is the place where you can analyze the performance of templates. In this view, you can see how the projects created from templates are performing compared to the template targets, what the project averages are, as well as view the template trends. With template trends, you can view and identify any potential bottlenecks and opportunities for making the templated process even more efficient.
- In the All Work tab, in the left sidebar, click on the Plus icon next to Projects.
- Select Clone Template.
Tip: You can also clone templates from the Portfolio tab Project View by clicking on the New Project button at the top of the page and selecting Clone Template.
- Step 1: Click into the search field. This will display 5 recently viewed templates. Click on a template name to select it. You can also search for templates if they are not displayed in the recently viewed list.
- Step 2: Schedule. Choose between Set first task date, Set last task date, and Set milestone date. This will determine the dates for the tasks in the cloned new project: tasks will be rescheduled automatically based on the selected option and date.
- If you select Set first task date or Set last task date, you will need to click into the Date field and select the date for the first or last task of the new project.
- If you select Set milestone date, you will need to first click into the Select milestone field to pick a milestone (the menu will list all milestones from the original project) and then click into the Date field to schedule it for the new project.
Note: The selected milestone must be scheduled in the template in order to be used for scheduling tasks in the new project. If the template project does not contain any milestones, this option cannot be used for cloning.
- Step 3: Name Project. Enter the name of the new project.
- Click Clone.