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Why Make the Same Manual Updates Over and Over Again?

Sync Once. Update Hundreds of Projects.

Template Sync lets you update your template—and sync those changes to every active project using that template. Whether you're rolling out a process improvement or responding to a compliance requirement, you no longer need to edit each project one by one. With Template Sync, one change goes live everywhere it’s needed.

Available as Add-On for

Standard, Premium

Plans

Keep Every Project Aligned Without Manual Rework

Update your template, then sync them to all connected projects. No manual updates.

When process changes are tied to regulations or customer requirements, Template Sync helps you implement updates instantly and consistently—no gaps, no risk.

Standardize and evolve your delivery process with fewer clicks—and more confidence.

You’ll choose what to sync and when, with preview options and detailed logging to avoid surprises.

One of TaskRay’s biggest strengths is its flexibility—it adapts to our workflows rather than forcing us to change how we operate. If you’re looking for a project management solution that scales with your business and delivers real results, TaskRay is the way to go!

Melanie Duke

Director of Business Process Development at TurnKey Marketing

TaskRay has streamlined our project management and operations, boosting efficiency and collaboration. Integrating TaskRay with tools like Formstack and FilePulse 360 has further simplified client onboarding and improved team coordination.

Marissa Lambrecht

Operations Team Lead at Appluent

TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It's setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.

Heather Shafland

Business Process Manager at CyberPower Systems USA, Inc.

Frequently Asked Questions

What is Template Sync, and how does it benefit my team?

Template Sync keeps all your project templates consistent and automatically updated across your team. It helps everyone work from the latest version, saving time, reducing errors, and ensuring that all projects follow the same structure and best practices.

Can I sync project templates across multiple orgs or business units?

Yes, Template Sync lets you share and update templates across teams or business units. This helps maintain consistent project standards and simplifies cross-functional collaboration.

Does Template Sync automatically update when I change a source template?

Yes, when you update the source template, Template Sync can automatically push those changes to all linked templates. This ensures that every team is always working with the latest version.

Are there permission controls around which templates get synced and who can trigger syncs?

Yes, Template Sync includes permission settings that let you control who can manage, edit, or trigger template syncs. This helps maintain oversight and ensures that only authorized team members can update shared templates.

Deliver Consistency Without Extra Work

Best for

Company-wide compliance

Template Managers

Process Owners

Project Managers

Improve Quality at Scale

Say goodbye to missed steps or inconsistent delivery. One update syncs across all relevant projects.

Adapt Without Chaos

Make improvements to your process and confidently roll them out—even mid-project.

Free Up Valuable PM Time

Reduce tedious updates and manual rework so your team can focus on higher-value work.

Relevant Resources

Template Sync Beta Program

Update: Template Sync is now available as an Add-On to Standard and Premium Edition customers. At TaskRay, we’re always thinking about how we can help you work smarter, not harder. That’s why we’re so excited to introduce Template Sync—a brand-new feature that makes managing your project templates effortless. What Is Template Sync? Template Sync automatically […]

Sync It, Don’t Sweat It with Template Sync

Template Sync is Now Generally Available We’re thrilled to announce that Template Sync is officially out of beta and now generally available as an Add-On to all Standard and Premium Edition customers! This powerful feature was developed to streamline how you manage projects across your organization—and after a successful beta program, it’s ready for prime […]