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Project templates
Updated over a week ago

If your team/company works on projects with similar tasks, arranged in a similar sequence, you can use project templates to save time. For example: Project Z, which has 23 set tasks, may be repeated for each new client. 

To creat a project using the templates follow this steps: Company > Projects > New Project > NEW PROJECT FROM A TEMPLATE. 

Add the “mother tasks” to the new template and then, just create a project from that template.You can also go to Admin > Project template > NEW PROJECT TEMPLATE as shown below:

Once the template has been created, when you use it, you can change its title, description and Assignees.

Managing a project template 

The following table lists what is and what is not possible to do in a Project Template:

Note: this feature is only available to Corporate plan clients. If you are not a Corporate client yet, upgrading your plan using this link.

Have any doubts? Send us an e-mail on or a mensage on our chat. 

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