Overview:
Project templates let you standardize common setups—predefining summary, notes, categories, and even member lists—so you can launch new projects faster.
Steps to Create a Template:
Go to Work → Projects and click Project Template.
Click + Add Project Template.
Enter:
Project Name * (template label).
Project Category (select or Add).
Project Summary and Notes.
(Optional) Check Allow manual time logs if this template needs it.
Click Save.
Steps to Apply a Template:
When adding a new project, choose your template from the Template dropdown (appears once at least one template exists).
Fields auto‑populate; adjust any specifics (dates, client, members).
Click Save.
Tips & Best Practices:
Create one template per project type (e.g., “Website Build,” “Onboarding”).
Update templates as your process evolves—new fields automatically flow into future projects.
Name templates clearly to avoid confusion (“NDA Review” vs. “NDA Implementation”).
Troubleshooting / FAQs:
Template dropdown not visible: Refresh the page after saving a template.
Template changes not reflected: Templates only apply at project creation—edit the project directly to adjust.