Project Templates: Setup and Usage Guide

What is a Project Template?

A Project Template is a predefined project structure that can be reused to quickly set up new projects with consistent elements. It typically includes preset tasks, descriptions, timelines, categories, and other relevant settings. Project templates help save time, maintain standardization across projects, and reduce the chances of missing critical setup steps.

Using templates is especially useful when managing recurring or similar types of projects, such as onboarding processes, marketing campaigns, product development, or construction workflows.

How to Add a Project Template

To create a new project template:

Go to:
Work > Project Templates

Click:Add Template

Fill in the following fields:

Project Name:Provide a clear and descriptive name for the template (e.g., “Client Onboarding – Standard”).

Project Category:Choose or create a category to organize your templates (e.g., Marketing, Development, Internal Projects). This helps with sorting and filtering.

Project Summary:Enter a brief overview of what this project template includes or is intended for.

Notes:Add any important setup instructions, guidelines, or reference materials relevant to the template. This can include stakeholder info, task assignment rules, or specific tools to be used.

Save the Template:Once created, this template will be available when adding a new project. You can select it during project creation to auto-fill the structure and details, which can then be customized if needed.