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Using Task Group Templates in Project Planning

Task Group Templates in Resource Planning (called Project Planning in BusyBusy) allow you to save an entire phase of work, including multiple tasks and their sequence, so it can be reused across projects.

Task group templates help teams plan complex work faster while keeping task order, timing, and structure consistent.

When to Use Task Group Templates

Use task group templates when:

  • A group of tasks is repeated across multiple projects.

  • Tasks are typically performed in the same order.

  • You want to standardize how phases of work are planned.

  • You want to reduce setup time for larger project plans.

Common examples include site prep, foundations, framing, or interior finish phases.

Create a Task Group Template

Task group templates are created when building a task group.

To save a task group as a template:

  1. From the left navigation menu click on Scheduling → Project Planning.
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  2. Open a project plan.
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  3. Click Templates on the top.
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  4. Click Task Groups.

  5. Click +Create on the top.

  6. Name the task group template.

  7. Add the tasks that belong in the task group.
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  8. Confirm task order, start day, and durations.
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  9. Select Create.

The task group is saved as a template and can be reused in future project plans.

Use a Task Group Template in a Project Plan

To add a task group template to a project plan:

  1. Open a project plan.
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  2. Click the hierarchy icon under the project name.
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  3. Select the task group template from the list.
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  4. Choose a start date for the task group.
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  5. Click Create.

All tasks in the template are added at once with their predefined order and timing.

Manage Task Group Templates

Task group templates can be managed from the Templates panel.

To manage task group templates:

  1. Open Scheduling → Project Planning.

  2. Click Templates.
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  3. Select the Task Groups tab.

  4. Click on a specific Task Group Template.


    From here, you can:

Edit the task group template names

Change task order

Adjust task durations or start day offsets

Add or remove tasks

Delete the task group template
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Changes apply only to future uses of the template.

How Task Group Templates Work in Practice

Task group templates are designed to be flexible.

After adding a task group template to a project plan, you can still:

  • Adjust individual task dates or durations.

  • Modify employee or equipment assignments.

  • Move the entire task group on the timeline.

This allows teams to reuse structure while adapting to real-world conditions.

Important Things to Know

  • Editing a task group template does not affect existing project plans.

  • Task group templates can include both templated and non-templated tasks.

  • Task groups added from templates behave the same as manually created task groups.

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