I’m excited to announce that we have given custom project templates a functional makeover! If you’ve used project templates in the past, you might have ran into one of the below scenarios:
When a task in a template is assigned to someone, the template task shows up as an actionable task in the assignee’s My Tasks
Dates in a template stay the same, so once you create a project from the template, the dates are not relative
It’s hard to find all templates for a specific team in one place
Project Templates 2.0 resolves these quirks!
What’s Changing?
Tasks assigned in project templates will no longer show in the assignee’s My Tasks.
Due dates are relative and are based off the project start or end dates.
Relative Due Dates
What’s New?
We’re implementing a Template Builder! Here you will be able to create your project template, add assignees, relative due dates and adjust task details.
We’re introducing template access permissions. You will be able to decide if members have edit or use only access to templates.
You can now find all templates related to a team in the Team Overview page.
@Rebecca_McGrath, thanks for sharing this. Are we sure this is working as expected? I am still having trouble of duplicating the charts in the dashboard when using template, which I thought this is solved in here by this release?
Q: what about the Overview tab. Certain elements such as project status widget placement was not coming through. Is/will that be fixed. Part of setting up a template is how you want PMs to report so it is consistent throughout the org.
I tested and it does not work.
I also test charts and they do not carry over as suggested here.
After conversion to 2.0, when you edit, you do not have access to the Overview or Dashboard?
Great question, @Getz_Pro. Details from the Overview tab will not be carried over into the new project right now however this is something our Product team are working on as a priority for project templates. I’ll keep you posted and let you know when this is coming!
Are these features retroactive to templates that have already been created? Or do we need to create new projects using the new template builder? The assignees in my templates are still seeing those tasks appear in their my-task list.
You can convert an existing older template now, by selecting “Remove from Templates” on the project menu, then immediately going back to that menu and selecting '“Save as Template”. That will convert and save it in the new format.
Please note: if you have the new templates in your organization, then once you use “Remove from Templates” on an older-version template, you cannot go back to having it be in the older version! So make sure you’re ready to convert and are aware of the features not yet present in the newer templates, before you remove one as an older template.
From May to August (at least that’s the current timeline I’ve heard), ALL older templates will be converted to the new format. So if you don’t convert one manually yourself as in #1 above, it’ll get converted eventually anyway.
Yeah, @anon44715344, I dont know why but you can’t do it from there in PT 2.0. To make a milestone, go into a task’s detail pane and use the “Task” dropdown at the top:
We can’t wait to hear your feedback in the comment below! 
