Managing Tasks › How to Create Key and Milestone Tasks › Create Tasks from Project Templates

Create Tasks from Project Templates

Use the Copy from Template option to copy predefined tasks into your project. This option is available from the Project: Properties: Main - General page. The copy process takes with it all of the estimating, forms, risk and issue information contained in project template tasks.

To add tasks from a project template

1. Open the project to which you want to add tasks.

   The Project: Properties: Main - General page appears.

2. Click the [Copy from Template] link.

   The Select Project Template page appears.

3. Select the template containing the tasks you want to copy and click Next.

   The Select Tasks page appears.

4. Select the tasks you want to copy into your project. If a top-level task contains subordinate tasks, click the top-level task to add the top-level task and all of its descendants. Select a subordinate task itself to take the subordinate without the parent.
5. Click Copy.

   If you selected non-key or milestone tasks, those tasks appear only on the Project: Tasks: Work Breakdown Structure page.