Save time by creating reusable project templates.
How to create a template
- Open an existing project
- Click Save as Template
- Name your template
- Choose what to include (milestones, deliverables, settings)
Using a template
- Click New Project
- Select From Template
- Choose your template
- Customize as needed
What templates include
- Project structure and milestones
- Default deliverables
- Team assignments
- Payment terms
Business Tip: Create templates for your most common project types. It standardizes your process and saves hours of setup.