How Do You Use Project Templates in Zoho Projects to Save Time and Standardize Delivery?
Templates help you avoid repetitive setup work by cloning project structures, task lists, workflows, and settings for future projects.
Create a Template:
Go to Projects → Templates → + New Template.
Choose to create from scratch or convert an existing project into a template.
Define Structure:
Add milestones, task lists, tasks, blueprints, and dependencies.
Set default assignees, due dates (relative to project start), and reminders.
Include Billing and Layout Settings:
Templates can also carry budget types, custom fields, and task layouts.
Use the Template to Start Projects:
When creating a new project, select “Use Template.”
This auto-populates all predefined structures, saving hours of setup.
Why This Workflow Matters:
Project templates standardize delivery, minimize onboarding time, and promote consistency—especially useful for agencies, IT firms, and teams handling repeatable work.
Related Articles
Does Zoho Creator offer templates ?
Yes, Zoho Creator provides a wide variety of pre-built templates that cover commonly used business applications such as CRM, inventory management, finance tracking, human resources, project management, education, healthcare, and more. These templates ...How Can You Create and Use Email Templates in Zoho CRM for Faster Communication?
Email templates save time and ensure consistency in your outreach by letting you send pre-written, personalized messages to leads, contacts, or deals. Create a Template: Setup → Templates → Email Templates → + New Template. Choose a module (e.g., ...How can a service-based business use automation in Zoho Projects to manage client deliverables?
For service firms like agencies, consultancies, or software providers, Zoho Projects automation boosts delivery efficiency. Use-cases include: Auto-Creation of Projects: When a deal is marked "Closed-Won" in Zoho CRM, a new project is auto-created in ...How can I sync tasks and project updates between Zoho CRM and Zoho Projects?
You can connect Zoho CRM with Zoho Projects for seamless sales-to-service handoffs. Here’s how: Enable the Zoho Projects Integration in CRM: In CRM, go to Setup → Marketplace → Zoho → Zoho Projects and connect. Project Creation from Deals: ...Can I assign tasks dynamically in Zoho Projects based on project roles or workload?
Yes, Zoho Projects supports both template-based assignment and automation via Blueprint for dynamic task routing: Project Templates with Predefined Roles: Assign tasks to user roles like “Designer,” “Developer,” or “Manager” rather than to specific ...