Some projects don’t only happen once. If you find yourself doing repetitive work and re-creating the same type of project again and again, save time by re-using your original project and turning it into a project template. You can then re-use 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
- Open the project you want to duplicate.
- In the top-right corner, click on the three dots icon.
- Select Export as a template.
- Choose whether you want to save the template as a CSV file or as a shareable weblink.
Your project template will be an exact duplicate of the original including all due dates, comments, and files.
You can also easily duplicate tasks within a project.
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 project templates from a shareable weblink
- Click on the web link for the project template you want to re-create.
- Click Use This Template.
A new project will appear at the bottom of your project list with all of the original project’s tasks, including all due dates, comments, and files.
Import pre-made project templates from todoist.com/templates
If you're looking to get a headstart on your project, browse the Todoist library of 60+ pre-made templates in categories ranging from work to personal to creative. Find the templates at todoist.com/templates.
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 re-create the project template even faster by dragging and dropping the CSV file directly into an existing project.
In order for Todoist to be able to import your CSV file correctly, please make sure it has been encoded using UTF-8 formatting.
- Create a new project or open an existing project to import your template into.
- In the top-right corner, click on the three dots icon.
- Select Import from template. Make sure your CSV file is UTF-8 encoded.
- Select the CSV file template from your computer.
FAQ
My project is in board view and I want to export it as a CSV file. If I later import it again, will it retain board view?
Yes, it will! Whether you export a project as a CSV file in list view or in board view, it'll retain that view once imported.
Will completed tasks be included in my templates?
No, unfortunately not. Only active tasks will be exported/imported.
Will template URLs expire?
No, they will not expire.
Are template URLs public?
Yes, anyone who has access to a template URL will be able to access that template and see the tasks in that template.