Apply a template on the Project form
While creating a project using the Project form, you can apply a project template to include project tasks and subtasks, attachments, checklists, and other project information. You can apply a project template to a new project or an existing project.
Before you begin
Role required: it_project_manager
About this task
A project created from the off-schedule project template honors the off-schedule tasks and adjusts the dates according to the given start date.
When applying a template to a project, the project state is set to the default state. Activate the default project state (pm_project.state = -5), and use it as the default value as it is Out Of The Box. You can update the label for the State field to meet your requirements if Pending doesn't fit well.
Procedure
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To apply a template on the blank project form:
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Navigate to All > Project > Projects > Create New.
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Select the link next to To create project from a template.
The Apply Template window appears.
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Enter the project name, select the start date, and select a project template.
-
-
To apply a template to an existing project without any project tasks or subprojects:
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Navigate to All > Project > Projects > All and select a project.
-
Select the To apply template click here link.
The Apply Template window appears.
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Select the start date and select a project template.
-
Parent Topic:Applying templates to projects
Related topics
Add an attachment to a project template
Apply template to an existing project
---
title: Apply a template on the Project form
description: While creating a project using the Project form, you can apply a project template to include project tasks and subtasks, attachments, checklists, and other project information. You can apply a project template to a new project or an existing project.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-management/t\_ApplyATemplateFromTheProjectForm.html
release: australia
product: Project Management
classification: project-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Applying templates to projects, Using Project Management, Project Management, Project Portfolio Management, Strategic Portfolio Management]
---
# Apply a template on the Project form
While creating a project using the Project form, you can apply a project template to include project tasks and subtasks, attachments, checklists, and other project information. You can apply a project template to a new project or an existing project.
## Before you begin
Role required: it\_project\_manager
## About this task
A project created from the off-schedule project template honors the off-schedule tasks and adjusts the dates according to the given start date.
When applying a template to a project, the project state is set to the default state. Activate the default project state \(pm\_project.state = -5\), and use it as the default value as it is Out Of The Box. You can update the label for the **State** field to meet your requirements if **Pending** doesn't fit well.
## Procedure
- To apply a template on the blank project form:
1. Navigate to **All** > **Project** > **Projects** > **Create New**.
2. Select the link next to **To create project from a template**.
The **Apply Template** window appears.
3. Enter the project name, select the start date, and select a project template.
- To apply a template to an existing project without any project tasks or subprojects:
1. Navigate to **All** > **Project** > **Projects** > **All** and select a project.
2. Select the **To apply template click here** link.
The **Apply Template** window appears.
3. Select the start date and select a project template.
**Parent Topic:**[Applying templates to projects](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/c_ProjectTemplates.md)
**Related topics**
[Create a project template]()
[Add an attachment to a project template]()
[Apply template to an existing project]()
[Apply template to a blank project in project workspace]()
[Project template configuration]()
| title | Apply a template on the Project form |
| description | While creating a project using the Project form, you can apply a project template to include project tasks and subtasks, attachments, checklists, and other project information. You can apply a project template to a new project or an existing project. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-business-management/project-management/t\_ApplyATemplateFromTheProjectForm.html |
| release | australia |
| product | Project Management |
| classification | project-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Applying templates to projectsUsing Project ManagementProject ManagementProject Portfolio ManagementStrategic Portfolio Management |