How To Duplicate A Template In Baasecamp

Templates

Jump ahead to:

Creating a template
Milestones
To-do list templates
Deleting templates

Create a project or to-do list template

Offset things first, go to theDashboard and click theTemplates tab (upper right).

Yous'll default to the view forProject templates. Look below to to-do templates.

Project templates let you set upwards a standardized project with to-dos, milestones, and messages. You can then use this project template to create new projects. A new project created from a projection template will be auto-populated with all the to-do lists, milestones, and messages from the template. It'due south a huge time saver that's specially useful if y'all do lots of similar projects!

Click the link that says Create your first project template and name the project template:

And then add together the content you want to show upwards in this template:

Y'all can only assign milestones or to-dos to people in your own company when y'all are creating the templates. When you actually create a projection from a template you tin can go in and assign to-dos and milestones to anyone else from whatsoever other company that you lot assign to the project.

Note: Templates cannot be made from existing projects and you cannot duplicate a template.

Milestones and templates

Fix the project template past selectingAdd together the first milestone. When setting up Milestones, you pick relative dates like "Calendar week 1, Monday" or "Week three, Wednesday". These relative dates are then used to set up bodily dates when you create the actual projection.

You tin but assign milestones or to-dos to people in your ain company when yous are creating the templates. When you actually create a project from a template you can go in and assign to-dos and milestones to anyone else from whatever other company that you assign to the project.

You lot are non able to create events within templates.

What is a milestone?

A Milestone is a major outcome, launch or due date your team is working on. You can use milestones to mark the end of a project, the due date, or major events along the mode.

For example, if your team is working on a website launch, all the things you need to do for that launch will exist to-dos. The date of the launch and the dates you need to evangelize different items will be milestones.

You lot can also relate Milestones to To-Do Lists to run across which to-dos demand to exist finished to marking a milestone every bit complete.

To-do templates

To-do listing templates allow y'all to relieve time and typing past creating frequently used to-practise lists which you tin can so add hands to any project. To-practise list templates are global which means they are available to you from inside any projection.

From the Dashboard click the Templates tab on the right side of the screen.

And then click on the link that says To-Do Templates.

Then click on the link that says New to-do template.

Create to-do list templates simply like normal to-exercise lists.

Whatsoever lists you make hither will appear in a pulldown when you lot create lists inside your projects. So you can just choose a template and it will load in — saving you fourth dimension and typing. ✨

Get into a project
Click theTo-Do tab
Click theNew to-practise list link
Click on Use a to-practice listing template link
Select the to-do list template from the pulldown that appears and click on Create this list.

One time y'all hit the Create this list button, the to-do list page will reload and the selected template volition now be loaded in your new to-do list screen. You can then adjust the listing title or items and assign responsibility for the items.

Note: Clients tin't create templates, only people who are Administrators in your ain company's account tin.

Deleting a template

Begin by clicking on the projection template, then on Project Template Settings on the top righthand side of the page.

Once again on the righthand side, click on the Yep, I understand — delete this template.

Yous'll get a pop-upwardly asking yous to confirm this and letting you lot know that deleting the template will not have an effect on the projects you previously created with this template.

Final updated on April viii, 2021