Creating and Using Project Templates

Standardize Your Workflows with Project Templates

If you have projects that follow a similar structure, creating a template can save you a significant amount of time and ensure consistency.

Creating a Template

1. Set up a project exactly as you want the template to be. Include all the necessary sections, tasks, assignees, and tags.
2. Once it's ready, click the project's three-dot menu and select 'Save as Template'.
3. Give your template a name and a description.

Using a Template

When you create a new project, you'll now have the option to start from scratch or use one of your saved templates. Selecting a template will create a new project with the entire structure you defined, ready for you to start working.