Some projects don’t only happen once. If you find yourself doing repetitive work and recreating the same type of project again and again, save time by reusing your original project and turning it into a project template. You can then reuse the template as many times as you want.
You can export project templates as CSV files, or as weblinks that you can easily save for later use or share with others.
Create and export project templates
- Click the project in the sidebar.
- Click the three dots icon at the top-right of the project.
- Select Export as CSV.
Your project template becomes an exact duplicate of the original, including all due dates, comments, and files.
Additionally, you can also create a custom template to import tasks from a different program or spreadsheet using a CSV file. Learn more about how to format your CSV file so you can import it into Todoist.
You’ll have the option to “Use relative dates” in your template. That means that dates like “tomorrow” or “in 5 days” will be set based on the date you import the template into a new project. For example, if you create your new project and import the template on May 5, any task with a due date of “tomorrow” will be due on May 6.
When downloading a project, the start date of a recurring due date will not be saved in the template. As an example, if you have a task with a recurring due date every year starting January 31 and you then export and import a template with that task, the task's due date will be changed to every year.
Import pre-made templates from the Templates library
If you're looking to get a head start on your project, check out the Templates library. You'll find 60+ pre-made Todoist templates in categories ranging from work to personal to creative.
Import project templates from a CSV file
The project will be populated with all of the original project’s tasks – including all due dates, comments, and files.
You can recreate the project template even faster by dragging and dropping the CSV file directly into an existing project.
For Todoist to import your CSV file correctly, check if it's been encoded using UTF-8 formatting:
- Create a new project or open an existing project.
- Click the three dots icon at the top-right of the project.
- Select Import from CSV. Make sure your CSV file is UTF-8 encoded.
- Select the CSV file template from your computer.
FAQ
My project is using the board layout and I want to export it as a CSV file. If I later import it again, will it retain the board layout?
Yes, it will! Whether you export a project as a CSV file as a list or a board, it'll retain that layout once imported.
Will completed tasks be included in my templates?
No, unfortunately not. Only active tasks will be exported or imported.
Will template links expire?
No, they will not expire.
Are template links public?
Yes, anyone who has access to a template link will be able to access that template and see the tasks in that template.