Save a project as a template

Save a live project as a template when you want to reuse its structure for later work. You need Edit Access on the project’s space.

How to get there#

• Project Overview → Actions → Save as template

Save as template#

1. Open the project and go to the Overview tab.
2. In the sidebar Actions, click Save as template.
3. On Save project as template, review Template name and Description.
4. Under Include, choose which parts to copy:
   • People and assignments — Copies the project team with their roles and access. Off by default.
   • Discussions — On by default.
   • Comments — Off by default.
   • Docs & Files — On by default.
5. Click Save as template. Click Cancel to close without saving.

Operately then opens the new template so you can keep editing it. See Project templates.

Edge cases#

Caution

If some dates are before the project start date, Operately blocks the save until you change or remove those dates. Comments copy only when you also include Discussions and/or Docs & Files. Health, check-ins, retrospectives, activity, and subscriptions are never copied.

If people in the template are no longer active, creating a project from it leaves those roles and assignments unassigned.