---
title: #6 - Project template for fast-track planning
slug: one-adobe/6-project-template-for-fast-track-planning
docTags: 
createdAt: 2025-03-15T08:34:30.785Z
---

:::hint{type="info"}
**Focus area**
Workfront

**Features**
Project Templates, Task Dependencies, Predefined Workflows

**Difficulty**
Moderate
:::

## Use case description

Project managers often need to set up similar projects repeatedly, leading to wasted time and inconsistencies. 

To streamline this process, we will create a reusable project template based on an existing project. This template will include predefined tasks, dependencies, and workflows, allowing teams to quickly launch new projects without manual setup.

***

## Requirements

- Select an **existing project** as the base for the template.
- Convert it into a **reusable project template** in Workfront.
- Ensure predefined **tasks and dependencies** are included.
- Use this template to quickly create a **new project**.

***

## Resources

You will need product administrator access to perform this task. This permission is already granted to your user. 

***

:::ExpandableHeading
### Tip 1 - Getting started

**Project Templates** in Workfront are **predefined project structures** that help teams **standardize workflows, save time, and maintain consistency** across projects. Instead of creating each project from scratch, teams can use templates that include **tasks, dependencies, assignments, timelines, and settings** to quickly launch new projects.

**Key Benefits of Using Templates:**

 ✅ **Faster Project Setup** – Reduce manual effort by reusing structured workflows.
 ✅ **Consistency Across Projects** – Ensure all projects follow best practices.
 ✅ **Predefined Task Dependencies** – Maintain logical task sequences automatically.
 ✅ **Scalability** – Easily apply the same structure to multiple projects.
:::

:::ExpandableHeading
### Tip 2 - Where to find templates in Workfront

Go to **Main Menu > Templates** to **create, manage, and apply** templates to new projects.

Workfront offers different types of templates to streamline project management and ensure consistency. These templates help teams save time and standardize workflows across projects.

1. Project Templates
   ✅ Purpose: Predefine project structures with tasks, dependencies, assignments, and timelines.
   ✅ Use Case: Quickly create new projects with a consistent workflow.
   ✅ Where to Find: Main Menu > Templates > Project Templates
2. Task Templates
   ✅ Purpose: Predefine a set of tasks that can be inserted into an existing project.
   ✅ Use Case: Add frequently used task sequences without recreating them manually.
   ✅ Where to Find: Within a Project > More Actions > Apply Template
3. Request Queue Templates
   ✅ Purpose: Standardize request forms and workflows for submitting work requests.
   ✅ Use Case: Ensure structured intake processes for marketing, IT, or other teams.
   ✅ Where to Find: Setup > Queue Setup
4. Report & Dashboard Templates
   ✅ Purpose: Provide prebuilt reports and dashboards for tracking project progress.
   ✅ Use Case: Quickly generate insights into workload, timelines, and performance.
   ✅ Where to Find: Reports & Dashboards > Create New > Use Template
5. Custom Form Templates
   ✅ Purpose: Standardize data collection for projects, tasks, or requests.
   ✅ Use Case: Ensure consistent metadata capture across different work items.
   ✅ Where to Find: Setup > Custom Forms

Each template type helps streamline workflows, improve efficiency, and maintain consistency in Workfront
:::

***

:::ExpandableHeading
## Solution

**1. Select an Existing Project as a Template Source**

- Navigate to **Main Menu > Projects**.
- Open an existing project that has the **ideal structure** for reuse.

**2. Create a Project Template**

- Click the **More (⋮) menu** and select **Convert to Template**.
- Name the template and assign a **Category** (e.g., Marketing, IT).
- Ensure **tasks and dependencies** are copied over.
- Save the template.

**3. Use the Template to Create a New Project**

- Go to **Main Menu > Templates**.
- Select the newly created template.
- Click **Create Project from Template**.
- Assign a **Project Owner** and customize details as needed.

**4. Test the Template Workflow**

- Verify that all **tasks, timelines, and dependencies** are correct.
- Adjust the template if needed to optimize workflows.
:::