# Deal Workflow Action: Create Project (from Template) **URL:** \ **Category:** HubSpot Ideas\ **Tags:** object\ **Created:** [May 8, 2020, 8:52pm UTC](https://community.hubspot.com/t/deal-workflow-action-create-project-from-template/20720 "2020-05-08T20:52:14Z")\ **Posts on this page:** 13\ **Page:** 1
**Author:** ![lukewd](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/lukewd/32/22811_2.png) [@lukewd](https://community.hubspot.com/u/lukewd)\ **Post date:** [May 8, 2020, 8:52pm UTC](https://community.hubspot.com/t/deal-workflow-action-create-project-from-template/20720/1 "2020-05-08T20:52:14Z")
I would like to suggest creating a new Workflow Action which allows me to create a Project (from a pre-defined Template), and assign a user/team. Use Case: We use Projects for customer onboarding after a deal is won. We have a Project template which takes us through a checklist of required tasks to get a customer over the line. I would like to use Automation/Workflows to enable me to trigger an Action which creates a new “Implenentation/Onboarding” project for the client/company of the Deal when the deal is won. ---
**Author:** ![trichardx](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/trichardx/32/82017_2.png) [@trichardx](https://community.hubspot.com/u/trichardx)\ **Post date:** [May 15, 2020, 7:51pm UTC](https://community.hubspot.com/t/deal-workflow-action-create-project-from-template/20720/2 "2020-05-15T19:51:52Z")
Same request here with the additional need to use workflows to create the next ticket in the project. I’m struggling finding a way to create a ticket from a template (with tasks) inside of a workflow. ---
**Author:** ![amandahen](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/amandahen/32/14727_2.png) [@amandahen](https://community.hubspot.com/u/amandahen)\ **Post date:** [November 13, 2020, 4:59pm UTC](https://community.hubspot.com/t/deal-workflow-action-create-project-from-template/20720/3 "2020-11-13T16:59:03Z")
We use deals to sell a service offering with multiple checkpoints. The ability to auto-create a checklist based on our products sold in projects would be ideal. ---
**Author:** ![JohnDelaney](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/johndelaney/32/30191_2.png) [@JohnDelaney](https://community.hubspot.com/u/JohnDelaney)\ **Post date:** [November 24, 2020, 10:53pm UTC](https://community.hubspot.com/t/deal-workflow-action-create-project-from-template/20720/4 "2020-11-24T22:53:00Z")
I also agree with this. We could definitely use this feature in our business. ---
**Author:** ![whitneycmg](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/whitneycmg/32/63860_2.png) [@whitneycmg](https://community.hubspot.com/u/whitneycmg)\ **Post date:** [November 25, 2020, 3:59pm UTC](https://community.hubspot.com/t/deal-workflow-action-create-project-from-template/20720/5 "2020-11-25T15:59:30Z")
I would love this functionality. We use projects for each event or partner deliverable and this would improve the workflow. ---
**Author:** ![TheJerro](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/thejerro/32/46587_2.png) [@TheJerro](https://community.hubspot.com/u/TheJerro)\ **Post date:** [December 12, 2020, 3:07pm UTC](https://community.hubspot.com/t/deal-workflow-action-create-project-from-template/20720/6 "2020-12-12T15:07:44Z")
This is key! I would love love love to see this. ---
**Author:** ![dmessmer](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dmessmer/32/99678_2.png) [@dmessmer](https://community.hubspot.com/u/dmessmer)\ **Post date:** [July 30, 2021, 5:26pm UTC](https://community.hubspot.com/t/deal-workflow-action-create-project-from-template/20720/7 "2021-07-30T17:26:36Z")
I also would love to see this as a tool for onboarding. ---
**Author:** ![AJFenlason](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ajfenlason/32/29368_2.png) [@AJFenlason](https://community.hubspot.com/u/AJFenlason)\ **Post date:** [November 10, 2021, 7:20am UTC](https://community.hubspot.com/t/deal-workflow-action-create-project-from-template/20720/8 "2021-11-10T07:20:47Z")
This would be a solid addition. Current process 1. Deal is marked Closed Won 2. Triggers Workflow to Create a Task with a Link to the Project Template 3. Team has to manually create the project 4. Team has to manually assign all tasks If this could be automated it would save a ton of time and make for a more seamless onboarding process for all new clients. ---
**Author:** ![tjones](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/tjones/32/31042_2.png) [@tjones](https://community.hubspot.com/u/tjones)\ **Post date:** [November 30, 2021, 3:14am UTC](https://community.hubspot.com/t/deal-workflow-action-create-project-from-template/20720/9 "2021-11-30T03:14:18Z")
So we have a slightly different but related use case, or the next step for the first use case listed above. Once the project is created from the deal closed, or if mirrored/synced from a 3rd party PM tool (ClickUp, Asana, Trello) then I think you should be able to trigger workflows from tasks completed. Our idea is that you could then automate notifications to a company contact or group of contacts when tasks are completed. This could provide a great UX for customers during onboarding, or PM to help ensure that clients are aware of progress. It could be that you just want to use a specific template every time a task is completed, or that you want to trigger a full-blown workflow that notifies the client, PM, other team members, external vendors, or partners (for example notifying a fulfillment company to send the client a gift). The catch here is that the people you want to notify should not necessarily be assigned to the project, but can just be a contact in your portal. This may mean that the projects would need to be tied to the company or to the contact as a task would be. I’m pretty certain this would be useful for most HS Partners, but also for HS clients across most industries. ---
**Author:** ![doughj](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/doughj/32/8129_2.png) [@doughj](https://community.hubspot.com/u/doughj)\ **Post date:** [February 24, 2022, 8:19pm UTC](https://community.hubspot.com/t/deal-workflow-action-create-project-from-template/20720/10 "2022-02-24T20:19:40Z")
This would be great functionality that our clients could make use of as well. ---
**Author:** ![sarahdecarlo](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/sarahdecarlo/32/55286_2.png) [@sarahdecarlo](https://community.hubspot.com/u/sarahdecarlo)\ **Post date:** [April 5, 2024, 8:07pm UTC](https://community.hubspot.com/t/deal-workflow-action-create-project-from-template/20720/11 "2024-04-05T20:07:46Z")
This would make the Projects functionality useful for us! I find the checklist functionality of Projects really appealing. But as it is, it’s not practical to expect reps to create a new Project from scratch when a deal is closed. If Project creation were automated, then we could standardize its use. ---
**Author:** ![MFack](https://avatars.discourse-cdn.com/v4/letter/m/e99b99/32.png) [@MFack](https://community.hubspot.com/u/MFack)\ **Post date:** [July 2, 2024, 3:35pm UTC](https://community.hubspot.com/t/deal-workflow-action-create-project-from-template/20720/12 "2024-07-02T15:35:07Z")
We need a similar function. At a certain point in a workflow I need to trigger a Project Template for the next stage of production and quality control. Once complete we would want workflow to trigger the next Project Template in the sequence for the next stage. ---
**Author:** ![MKongsvik](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mkongsvik/32/75413_2.png) [@MKongsvik](https://community.hubspot.com/u/MKongsvik)\ **Post date:** [December 19, 2024, 3:10pm UTC](https://community.hubspot.com/t/deal-workflow-action-create-project-from-template/20720/13 "2024-12-19T15:10:26Z")
Great suggestion! Automating project creation from templates upon ticket / deal closure would save time and standardize workflows for us.