It is possible to create a project template from a task. The template inherits the activities and milestones from the original task, including owners and checklists.

 

1.Select a task that you wish to create a template from.

2.Right-click and select Create project template from...

3.Enter relevant data in the fields.The project template contains some predefined types but you can easily add more types by using the codelist manager in the administration menu.The type Customer service task is used for the tab stakeholders which is included in the module Customer. When the template is created, you will receive a receipt.