Project Templates

Overview

A OneBob project template is a reusable blueprint made of phases, tasks (each with a role assignment, an effort estimate, and a day offset), dependencies, and optional steps. You build templates in the template gallery and editor at Projects > Templates, then apply them to a new project or a won deal in a few clicks.

A template captures your phases, tasks, dependencies, and optional steps in one place.
You build and edit templates in the gallery and editor at Projects > Templates.
You apply a template to a new project through a three-step wizard that auto-assigns team members by role.
When a deal is won, the Convert to project flow recommends the best-matching templates.

Estimated time: 10 minutes.

Before You Begin

You need a plan that includes projects (Professional and up).
Define your resource roles first, so template tasks have someone to assign.
Map out your standard delivery process before you start building.
Set up a project pipeline so applied projects have somewhere to land.

1

Open the gallery and create a template

Start in the template gallery, where all your blueprints live.

1 Go to Projects > Templates to open the gallery.
2 Create a new blank template to start from scratch.
3 Give the template a clear name that matches the type of project it covers.
4 Open the editor to begin adding your phases and tasks.

2

Add phases and tasks

Lay out the structure of the work as phases, then fill each one with tasks.

1 Create phases such as Kickoff, Build, and Handover.
2 Add tasks to each phase and assign a role to every task.
3 Give each task an effort estimate so capacity planning works later.
4 Set a day offset on each task so it schedules itself relative to the start.

3

Set dependencies and optional steps

Control the order of work and let templates flex to each engagement.

1 Add a dependency to block a task until another one finishes.
2 Use dependencies to keep work from happening out of order.
3 Add optional steps that pull in extra tasks only when chosen.
4 Keep your core path lean and move the rare work into optional steps.

4

Publish the template

Make the template available, and keep it current as your process evolves.

1 Publish the template to make it selectable when starting a project.
2 Duplicate a template to spin up a variant without rebuilding it.
3 Archive templates you no longer use to keep the gallery tidy.
4 Revisit and republish a template whenever your process changes.

5

Apply it to a project or a won deal

Put the template to work, either on a fresh project or straight from a closed sale.

1 Go to Projects > New and run the three-step wizard.
2 Let the wizard assign team members automatically by role.
3 When a deal is won, use Convert to project to start from the sale.
4 Pick from the recommended templates that best match the deal.

Tips & Best Practices

Start from your most common project, so the template pays off right away.
Use day offsets so tasks schedule themselves the moment you apply the template.
Lean on dependencies to stop work happening out of order.
Publish only when the template is ready, so nobody applies a half-built blueprint.
Let deal conversion suggest the right template instead of choosing by hand.