Apply a Template to a Project

Overview

With Kantata OX, you can apply a template that contains commonly repeated tasks, assignments, and other information to an existing project. This saves you from having to manually add identical information to your projects repeatedly.

When you apply a template to an existing project, you also have the following resource mapping options:

• Add a new unnamed resource to the project
• Map a resource to a current project team member
• Invite other account members to the project
• Change a resource's project role

How to Apply a Template to an Existing Project

1. In the left navigation, click Projects and then select the desired project on the Projects page.
2. In the project workspace, click the Task Tracker tab.
3. In the Task Tracker toolbar on the right side of the screen, select the Apply Template icon (“   ”).
   
4. In the Apply Template modal, click the Select a template to use field and then select a template from the list. The Resource section appears below.
5. Select the Start Date that tasks in this template will be based on. By default, today's date is selected.
   
   Note: When creating a template, you can indicate the number of days into a project that a task will start, based on the selected Start Date. For example, a June 1, 2025 start date and a task with 1d entered will set the task's start date as June 1, 2025.
   
6. To include weekend days in a task’s duration, click the Treat weekends as work days checkbox.
7. To convert any template checklist items to To Do cards, click the Convert checklist items to To Dos checkbox.
   Note: If needed, you can still add checklist items to tasks after the template is applied.
8. To distribute scheduled hours to each assigned task based on the estimated hours in the template, click the Distribute Scheduled Hours checkbox.
9. In the Resource section, use the Map To column to map to a brand new unnamed resource, a current unnamed resource on the project, a current project team member (named resource), an External Member, or invite an account member who is not currently on the project.
   
10. In the Project Role column, you have the option to select a new role for a team member or unnamed resource on the project.
    
    
    Note: You are unable to change the role of someone who is already participating in the project from this modal. You can reassign a current team member's role on the project’s Rates & Roles page.
11. Click Apply Template. The template is applied to the project and the template's tasks appear in the Task Tracker.