Organization templates for Projects (#36890)

Co-authored-by: Sophie <29382425+sophietheking@users.noreply.github.com>

content/issues/planning-and-tracking-with-projects/creating-projects/copying-an-existing-project.md

@@ -16,6 +16,8 @@ You can copy an existing project and use it as a template to save time configuri
 
 When you copy a project, the new project will contain the same views and custom fields. You also have the option to copy existing draft issues. The new project will not contain the original project's items, workflows, insights, collaborators, or team and repository links.
 
+{% ifversion projects-v2-org-templates %}{% data reusables.projects.org-templates %}{% endif %}
+
 ## Copying an existing project
 
 1. Navigate to the project you want to copy.

content/issues/planning-and-tracking-with-projects/creating-projects/creating-a-project.md

@@ -23,7 +23,7 @@ You can also choose to use an existing project as a template and copy the views
 
 ### Creating an organization project
 
-Organization projects can track issues and pull requests from the organization's repositories.
+Organization projects can track issues and pull requests from the organization's repositories. {% ifversion projects-v2-org-templates %}{% data reusables.projects.org-templates %}{% endif %}
 
 {% data reusables.projects.create-project %}
 

content/issues/planning-and-tracking-with-projects/managing-your-project/index.md

@@ -9,9 +9,9 @@ topics:
 children:
   - /managing-visibility-of-your-projects
   - /managing-access-to-your-projects
+  - /managing-project-templates-in-your-organization
   - /closing-and-deleting-your-projects
   - /adding-your-project-to-a-repository
   - /adding-your-project-to-a-team
 allowTitleToDifferFromFilename: true
 ---
-

content/issues/planning-and-tracking-with-projects/managing-your-project/managing-project-templates-in-your-organization.md

@@ -0,0 +1,51 @@
+---
+title: 'Managing {% data variables.projects.project_v2 %} templates in your organization'
+shortTitle: 'Managing templates'
+intro: 'You can set projects in your organization as templates, allowing other people to select your template as the base for projects they create.'
+versions:
+  feature: projects-v2-org-templates
+type: tutorial
+permissions: '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.'
+topics:
+  - Projects
+allowTitleToDifferFromFilename: true
+---
+
+{% data reusables.projects.org-templates-release-stage %}
+
+## About templates
+
+You can 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 have marked as templates are made available in the "Select a template" pop-up window when other people create projects in your organization.
+
+When someone creates a project from a template, the views, custom fields, and draft issues are copied from the template to the new project.
+
+## 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.
+
+{% data reusables.projects.project-settings %}
+1. In the "Templates" section, next to "Make template", select the switch to toggle it to **On**.
+
+## Finding templates in your organization
+
+You can filter the list of projects in your organization to only show projects set as templates.
+
+{% data reusables.profile.access_org %}
+{% data reusables.user-settings.access_org %}
+{% data reusables.projects.projects-tab %}
+1. In the text box above the list of projects, type `is:template`, and press **Enter**.
+
+   ![Screenshot of the projects index page. The search text box is highlighted with an orange outline.](/assets/images/help/projects-v2/filter-for-templates.png)
+
+## 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, and draft issues, and set that copied project as a template for your organization.
+
+{% data reusables.projects.project-settings %}
+1. In the "Templates" section, click {% octicon "duplicate" aria-hidden="true" %} **Copy as template**.
+
+## Further reading
+
+* "[AUTOTITLE](/issues/planning-and-tracking-with-projects/creating-projects/creating-a-project)"

data/features/projects-v2-org-templates.yml

@@ -0,0 +1,7 @@
+# Issues 9337
+# Organization-level templates for Projects
+versions:
+  fpt: '*'
+  ghec: '*'
+  ghes: '>=3.10'
+  ghae: '>=3.10'

data/reusables/projects/create-project.md

@@ -7,5 +7,5 @@
   
   ![Screenshot showing the template selection modal. The title field is highlighted with an orange outline.](/assets/images/help/projects-v2/projects-select-template-title.png)
   
-1. Click a template or, to start with an empty project, click **Table** or **Board**.
+1. Click a {% ifversion projects-v2-org-templates %}built-in template, a template from your organization{% else %}template{% endif %} or, to start with an empty project, click **Table** or **Board**.
 1. Click **Create**.

data/reusables/projects/org-templates-release-stage.md

@@ -0,0 +1,5 @@
+{% note %}
+
+**Note:** Project templates for organizations is currently in public beta and subject to change.
+
+{% endnote %}

data/reusables/projects/org-templates.md

@@ -0,0 +1 @@
+You can also set projects in your organization as templates that other organization members can then use as the base for the projects they create. For more information, see "[AUTOTITLE](/issues/planning-and-tracking-with-projects/managing-your-project/managing-project-templates-in-your-organization)."