Note: this can only be done by a 'project admin' user.
Navigate to the project template library through the 'Project setup' page.
Importing templates
Project admins can import templates from the company template library to use and make project-specific.
⚙️Project setup > Templates > + New template > Import from your company library
Selecting templates to import
Select which templates you'd like to import to your project library. The templates will be imported as drafts which you can then edit to make project-specific.
Publish templates
Once you've updated the template to change over the respective assignee, reviewer, add a milestone and/or add a link to another template, hit 'Publish' to activate the template.
If the templates are left in 'draft' status, they will not be accessible for project team members to use across project locations.
If you need assist with editing the template, please refer to our article How to create & edit a checklist template.