Projects - Custom Templates - Schedule Template

From the Projects main navigation, select Custom Templates, then select Schedule.

With the correct permission, you can view only or add/edit/delete schedule templates. 

• The Eyeball icon allows you to view your template
• The edit pencil icon allows you to edit your template
• The Trash Can icon allows you to delete your template (this is permanent and cannot be undone)

In Edit mode, you can:

• Rename the template 
• Change the template type (if you are using Enterprise and Classic Schedule)
• Add or remove Milestones or Tasks
• Edit task duration, assignees, colour coding, (predecessors and successors as well as Constraints with Enterprise) 
• Upload a pre-populated CSV file

Note: You have more schedule editing functionality in the project sub-tab rather than the templates section i.e. access to a Task Gantt view, the ability to link progress payments, and more control with linked tasks if you have 'Advanced' and 'Enterprise' scheduling. 

Add a new template:

From the + Schedule Template button, you can create your own new schedule template

First, you need to name the template,

Then you need to either load a pre-set CSV file or create your first milestone, and then add the remaining information one by one. 

Once your templates are sorted, you can go back into a project, click on schedule, and then load the schedule from a template