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Project Templates

Project templates let you standardize common project types, saving time and ensuring consistency. Create a template once, then use it to spin up new projects with pre-configured tasks, deliverables, and settings.

What's in a Template?​

A project template can include:

  • ✅ Pre-defined tasks
  • ✅ Standard deliverables
  • ✅ Default timeline (relative dates)
  • ✅ Team role assignments
  • ✅ Project settings
  • ✅ Tags and categories
  • ✅ Custom field values

Creating a Template​

From Scratch​

  1. Go to Projects → Templates
  2. Click + New Template
  3. Enter template name
  4. Add tasks, deliverables, and settings
  5. Save template

From an Existing Project​

Convert a successful project into a template:

  1. Open the project you want to use as a base
  2. Click ⋮ menu
  3. Select Save as Template
  4. Name the template
  5. Choose what to include:
    • Tasks (names and structure)
    • Deliverables
    • Timeline (converted to relative days)
    • Team roles (not specific people)
  6. Save

Template Structure​

Template Info​

FieldDescription
NameTemplate name (e.g., "Website Redesign")
DescriptionWhat this template is for
CategoryOrganize templates by type
Estimated DurationTypical project length

Tasks​

Add tasks that will be created with each project:

  1. Click + Add Task
  2. Enter task name
  3. Set relative due date (e.g., "Day 5", "Week 2")
  4. Assign to a role (not a person)
  5. Set priority and other defaults

Deliverables​

Define expected deliverables:

  1. Click + Add Deliverable
  2. Enter deliverable name
  3. Set relative due date
  4. Add description

Timeline​

Set relative dates based on project start:

ExampleMeaning
Day 1Project start date
Day 71 week after start
Day 142 weeks after start
Week 44 weeks after start

Using a Template​

Create Project from Template​

  1. Click + New Project
  2. Select From Template
  3. Choose your template
  4. Set project name and client
  5. Set start date
  6. Review and customize
  7. Create project

What Happens​

When you create from a template:

  • All tasks are created with calculated due dates
  • Deliverables are added
  • Settings are applied
  • You can modify anything before saving

Managing Templates​

Viewing Templates​

  1. Go to Projects → Templates
  2. Browse all templates
  3. Filter by category
  4. Search by name

Editing Templates​

  1. Open the template
  2. Click Edit
  3. Make changes
  4. Save
note

Editing a template doesn't affect projects already created from it.

Duplicating Templates​

  1. Open the template
  2. Click ⋮ → Duplicate
  3. Name the copy
  4. Modify as needed
  5. Save

Deleting Templates​

  1. Open the template
  2. Click ⋮ → Delete
  3. Confirm deletion

Deleting a template doesn't affect existing projects.

Template Categories​

Organize templates by category:

Default Categories​

  • Website — Web design and development
  • Marketing — Marketing campaigns
  • Branding — Brand and identity
  • Content — Content creation
  • General — Other projects

Custom Categories​

Create your own:

  1. Go to Settings → Projects → Template Categories
  2. Click + Add Category
  3. Enter name and description
  4. Save

Role-Based Assignment​

Templates use roles instead of specific people:

Why Roles?​

  • Templates work across different teams
  • People come and go
  • Roles indicate skill needed

Template Roles​

Assign tasks to roles like:

  • Project Manager
  • Designer
  • Developer
  • Content Writer
  • Account Lead

Resolving Roles​

When creating a project:

  1. System shows which roles are needed
  2. You assign specific people to each role
  3. Tasks are assigned to those people

Template Best Practices​

Start Simple​

  • Create templates for your most common projects
  • Include only essential tasks
  • Add more detail over time

Keep Updated​

  • Review templates quarterly
  • Update based on lessons learned
  • Remove outdated steps

Standardize Naming​

Use consistent naming:

  • "Website Redesign - Full"
  • "Website Redesign - Landing Page Only"
  • "Marketing Campaign - Social"
  • "Marketing Campaign - Email"

Document Templates​

In template description, include:

  • When to use this template
  • Typical timeline
  • Key milestones
  • Special considerations

Sharing Templates​

Team Templates​

By default, templates are visible to all team members.

Personal Templates​

Create private templates:

  1. When saving, toggle Private
  2. Only you can see and use it

Exporting Templates​

  1. Open the template
  2. Click ⋮ → Export
  3. Download as JSON
  4. Import to another workspace