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Managing project templates in your organization

You can create templates or set projects as templates in your organization, allowing other people to select your template as the base for projects they create.

Who can use this feature?

People with admin permissions for a project in an organization can set the project as a template. People with admin or write permissions for a project in an organization can copy the project and set the copied project as a template.

Note: Project templates for organizations is currently in public beta and subject to change.

About templates

You can create a template, or set a project as a template, to share a pre-configured project with other people in your organization which they can then use as the base for their projects.

The projects you mark as templates are shown in the "Create a project" dialog when anyone creates a project in your organization.

When someone creates a project from a template, the views, custom fields, draft issues and associated field values, configured workflows (except any auto-add workflows), and insights are copied from the template to the new project. You can find the template that a project used from the project's settings page, under the "Templates" section.

Creating a new template

  1. In the upper-right corner of GitHub Enterprise Server, select your profile photo, then click Your organizations.

    Screenshot of the dropdown menu under @octocat's profile picture. "Your organizations" is outlined in dark orange.

  2. Click the name of your organization.

  3. At the top of the screen, click Projects.

    Screenshot of the navigation bar for an account. A tab, labeled with a table icon and "Projects", is outlined in dark orange.

  4. In the left sidebar, click Templates.

  5. Click New template.

Setting a project as a template

If you have admin permissions for a project in your organization, you can set the project as a template and make it available for others in your organization to use.

  1. Navigate to your project.

  2. In the top-right, click to open the menu.

    Screenshot showing a project's menu bar. The menu icon is highlighted with an orange outline.

  3. In the menu, click Settings to access the project settings.

  4. In the "Templates" section, next to "Make template", select the switch to toggle it to On.

Finding templates in your organization

You can find all the templates in your organization on the "Templates" page.

  1. In the upper-right corner of GitHub Enterprise Server, select your profile photo, then click Your organizations.

    Screenshot of the dropdown menu under @octocat's profile picture. "Your organizations" is outlined in dark orange.

  2. Click the name of your organization.

  3. At the top of the screen, click Projects.

    Screenshot of the navigation bar for an account. A tab, labeled with a table icon and "Projects", is outlined in dark orange.

  4. In the left sidebar, click Templates.

You can also add templates to teams and repositories, to make them accessible and more visible from the team or repository's "Templates" page. For more information, see "Adding your project to a team" and "Adding your project to a repository."

Copying a project as a template

If you have write or admin permissions for a project in your organization, you can choose to copy the project as a template. This will make a duplicate of the current project—copying the views, custom fields, draft issues and associated field values, configured workflows (except any auto-add workflows), and insights —and set that copied project as a template for your organization.

  1. Navigate to your project.

  2. In the top-right, click to open the menu.

    Screenshot showing a project's menu bar. The menu icon is highlighted with an orange outline.

  3. In the menu, click Settings to access the project settings.

  4. In the "Templates" section, click Copy as template.

Further reading