Save a project as a template

task australia Updated Oct 15, 2026 1 min read save-project-template-pw.md

Save the plan of an existing project as a template to reuse the tasks and sub-projects in other projects in Project Workspace.

Before you begin

Role required: it_project_manager

About this task

A project template stores the plan of a project, such as its project tasks and sub-projects. After you save a template, you can apply it to other projects or select it when you create a project from a template.

Procedure

Open a project from the home page of Project Workspace.

For information, see Access the Project Workspace.
Select Details.
Add the project tasks and sub-projects to include in the template.

You can add them from the Project Tasks and Sub Projects tabs on the Details page.
From the More actions ([Omitted image "more-actions-homepage-icon.png"] Alt text: more action icons.) menu, select Save as New Template.
Enter a name in the Template name field.
Enter a description of the template in the Description field.
Select OK.

Result

The template is saved and is available to select when you apply a template to a project or create a project from a template.

Parent Topic:Managing projects with Project Workspace

Related topics

Apply a template to a project

Project form in Project Workspace

Keywords project templatesave as new templateProject Workspace

62 lines · 2.6 KB Wrap lines

---
title: Save a project as a template
description: Save the plan of an existing project as a template to reuse the tasks and sub-projects in other projects in Project Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-workspace/save-project-template-pw.html
release: australia
product: Project Workspace
classification: project-workspace
topic_type: task
last_updated: "2026-10-15"
reading_time_minutes: 1
keywords: [project template, save as new template, Project Workspace]
breadcrumb: [Manage projects, Project Workspace, Project Portfolio Management, Strategic Portfolio Management]
---

# Save a project as a template

Save the plan of an existing project as a template to reuse the tasks and sub-projects in other projects in Project Workspace.

## Before you begin

Role required: it\_project\_manager

## About this task

## Procedure

1. Open a project from the home page of Project Workspace.

For information, see [Access the Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/access-new-project-workspace.md).

2. Select **Details**.

3. Add the project tasks and sub-projects to include in the template.

You can add them from the **Project Tasks** and **Sub Projects** tabs on the Details page.

4. From the More actions \(\[Omitted image "more-actions-homepage-icon.png"\] Alt text: more action icons.\) menu, select **Save as New Template**.

5. Enter a name in the **Template name** field.

6. Enter a description of the template in the **Description** field.

7. Select **OK**.

## Result

The template is saved and is available to select when you apply a template to a project or create a project from a template.

**Parent Topic:**[Managing projects with Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/use-projects-pw.md)

**Related topics**

[Apply a template to a project](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/apply-project-template-pw.md)

[Project form in Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/project-form-pw.md)