all articles

How to Create Templates in Easy Projects

date icon

How to Create Templates in Easy ProjectsIf you encounter the same type of project over and over, then you’ve probably been recreating them from scratch every time. This is tedious and inefficient not to mention a waste of your valuable time.

That’s why Easy Projects allows you to create and use templates. It’s a much faster and more reliable method of creating common projects.

To create the template, all you need to do is create a project like you normally would. You set activity schedules, assign people, and establish dependencies. When you’re done, just click on the Activity Status and select Template.

It’s that easy!

To create a project from your new template, just type in the new projects name in the Quick Create box, and select your template from the drop-down list of available templates. You can then replace the placeholder details and dates with those of the actual project.

Follow us

Find Out How Easy Resource and Project Management Can Be!

Related Posts

Best PracticesResource Management

Project Staffing: 5 Pieces to Solve the Puzzle

Best PracticesProject Management Basics

On-Premise Project Management Software in 2024: Must-Know Insights

Best PracticesFinancesProfessional Services

How Tracking Billable and Non-Billable Hours Can Dramatically Increase Your Profits

Nice! You just took the first step to achieving game-changing results.

To ensure your demo is tailored to your team’s specific needs, we're connecting you with a product specialist to better understand your requirements.

support illustration

Schedule a 30-minute meeting to start your trial

The calendar is loading... Please wait

It’ll take you 8-minutes to see
Birdview features in action:

  • Project Management
  • Financial Management
  • Resource Management
  • Custom Reporting
  • Artificial Intelligence
happy illustration

Nice! You just took the first step
to achieving game-changing results!

Create your account right now. Have a great start with your 14-day trial!

For the best experience please access Birdview PSA from a desktop PC or tablet or download Birdview PSA app at