- Open the project you want to turn into a template.
- Click the project menu (three-dot icon) or right-click the project name and select „Export Template to CSV“.
- In the window that appears, enter a name for your template and choose a folder to save it in.
- Click „Save“.
What’s Saved in the Template?
The template file saves the entire project structure: the task hierarchy, titles, notes, priorities, statuses, and checklists. Pay special attention to how dates are stored: dates are saved in a relative format.
- Tasks with non-overdue dates keep their relative position. For example, a task with the date „Tomorrow“ will still have the date „Tomorrow“ relative to the day of import.
- Tasks with overdue dates are saved in the template without dates. This prevents outdated deadlines from being carried over into the new project.