Create project templates in Todoist

Available for

  • Beginner
  • Pro
  • Business

Platforms

  • Web
  • macOS
  • Android
  • Windows 10

If you regularly reuse a project structure with the same tasks, sections, due dates, and other task attributes in Todoist, try creating a new project template. You can add the template directly to a new or existing project from the template gallery.

Create a template

  1. Open the Todoist project you want to save as a template.
  2. Click the three dots icon at the top-right.
  3. Select Save as template.
  4. Add a template description, change the name, or change the color.
  5. Click Save. Your template is now saved in the templates library.

Use your template to create a new project

  1. Click the plus icon next to My Projects or your team name.
  2. Select Browse templates.
  3. Click the My templates tab.
  4. Click Copy to My Projects/[workspace name] to create a new project from the template.

Add your template to an existing project

  1. Open the project in the sidebar.
  2. Click the three dots icon at the top-right.
  3. Select Apply my template.
  4. Select Browse my templates. If you just created a project template, it'll be in the Recently used list.
  5. Select a template in the My templates list.
  6. Click Import to project.

Quick tip

When selecting Apply my template, any of your four most recently created templates can be selected to import it even faster.

Save your CSV template in the gallery

If you previously used CSV templates stored on your device, you can now upload them to the template gallery and have them ready to use on any device.

Quick tip

Check the supported CSV format in this article.

  1. Open the templates gallery.
  2. Click Upload template and select CSV files from your device. Or drag and drop files to import your data.
  3. Update the template name, color, and description.
  4. Click Save. Your template is now saved in the templates gallery.

Share your template with the team

If you've joined a Todoist team, and you'd like to create and share a project template with others, you can do so directly inside your workspace.

All team project templates are stored inside the templates gallery under the Workspace section. You can change the permission settings directly in your workspace templates:

  1. Open the Todoist project you want to save as a template.
  2. Click the three dots icon at the top-right.
  3. Click Save as template.
  4. Add a description, change the name, or change the color.
  5. Click Save. Your template is now saved in your team section of the templates gallery.
  6. Click the share icon at the top-right and choose the permission settings.
  7. Click Copy link to share the template directly with another person in your team.

Quick tip

Both the template creator and team admins can only delete a shared template in the workspace.

Delete your template

  1. Click the Add icon next to your workspace in the sidebar.
  2. Select Browse templates. This opens the template gallery.

    Quick tip

    Press the / (forward slash) to open the command menu. Then, type Browse templates to open the template gallery.

  3. Select the template from the My templates section.
  4. Click Delete at the bottom-left.

FAQ

You can create up to 100 project templates.

For now, you can only edit the template’s name and description. If you wish to edit the content of your template, you need to copy it to an empty project, edit the content, and save it as a new template. 

No, only active tasks are saved in the project template.

Yes, tasks remain assigned to the same project collaborators. Make sure to add these users to the shared project before importing the template if you wish to keep tasks assigned to the same people. 

Here’s how to hide it: 

  1. Open Todoist Settings.
  2. Select the Sidebar tab.
  3. Deselect Browse templates.
  4. Click Update.