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Project Templates

Start every project from what already works.

CloudOffix project templates turn a proven project into a starting point, so every new project begins with the right tasks, subtasks and milestones.

Start every project from what already works.
How it works

From proven project to new project.

01

Mark a project as a template

Any project can become a template; customer and manager are cleared.

02

Create from the template

Enter the name, project manager and start date, and the new project opens.

03

Everything comes with it

Tasks, subtasks and milestones are copied and linked correctly.

Around the project

Structure that keeps delivery on track

Milestones

Milestones with target dates and progress from closed tasks.

Project statuses

Pending, in progress and complete, or your own statuses.

Sprints and backlog

Sprints with goals and a backlog for agile teams.

See agile

Repeat your best projects.

Book a demo to create a project from a template in Project Cloud.