Build a project template

How to create and reuse project templates in Wonderly.

Project templates let you save a standard set of tasks, milestones, and settings so you can spin up new projects faster. If you run the same type of project more than once, a template saves you from rebuilding the same structure every time.

When to use: You are setting up a project template for the first time, or adding a new template for a different project type.

1. Click the ⚙️ icon in the top-left corner to open Wonderly settings.

2. Click the arrow icon to expand the secondary sidebar.

3. Click Projects in the secondary sidebar.

4. Click the Workspaces tab and select the workspace you want the template to belong to.

5. Click the Project & Milestone Templates tab.

6. Click + under Project Templates.

7. Type a name for your template at the top where it says Untitled.

8. Click + Add task to add tasks to the template.

9. Click + Add milestone to add milestones. Type your milestone name and press Ctrl / Cmd + Enter or click Add Milestone to save it. To add tasks within a milestone, click + Add task inside that milestone.

10. Click the Description tab and type or paste your project description.

11. Click Files to attach any default Wonderly Docs or files.

12. Set the default Priority, Assignee, and Deadline in the main sidebar.

13. Click Create.

Expected outcome: Your template is saved and available to select the next time you or anyone with access to this workspace creates a project in this workspace.

Field reference

• Priority: The default urgency level for projects created from this template. Options are ASAP, High, Medium, or Low.

• Assignee: The default team member assigned to projects created from this template.

• Deadline: The default due date relative to the project's start date, set when the project is deployed.

FAQ:

Can I share a template with my team or is it just for me? Templates are workspace-specific. Every team member with access to the workspace will automatically have access to the templates within it.

Can I edit a template after I've already used it on existing projects? Yes. You can edit any template from the workspace settings. Navigate to ⚙️ → Projects → Workspaces, select your workspace, open the Project & Milestone Templates tab, and then click on the pen icon to edit.

Will changes to a template update projects already created from it? No. Any changes made to a template after a project has been deployed will only apply to new projects created from that template going forward.