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Create Task using Project Template in Project operation

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Posted on by IG-29040720-0

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Hi,

is there any way that we can create and manage a task list using the project template

Anything would be helpful

Thanks and regards

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Erica J Ellis 71 on at

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Project Operations does not have a specific project template function, however you can achieve the concept of a project template by using the Copy Project button. The Project record has a button in the toolbar called Copy Project. This button creates a new Project that includes Project Tasks of the Project that you copied. Therefore, you could create Project(s) that just serve the purpose of being a template. When creating a new Project, the user would navigate to the template Project and choose Copy Project.

The Copy Project button uses an action and you can adjust it's behavior some. This documentation from Microsoft talks about some ways to customize Project Ops to further create template functionality using the action - https://learn.microsoft.com/en-us/dynamics365/project-operations/project-management/dev-copy-project

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