Use Project Templates

If your agency often executes similar projects then creating templates will come in handy. 

Templates allow you to:

• Add helpful information and instructions to projects in a way that requires no copying and pasting
• Create new projects with everything you need in a few seconds
• Plan and adjust your process in one place

How to set up a template

• Go to your studio templates  by locating the templates icon in the vertical left-hand navigation (right above your avatar profile)

• Select templates

• Start by adding the name of your process or task board template, select the template type and hit 'create template' 

• Enter your phases and then tasks. You can even save standard messages (like a welcome to the client) 

• You can add as much detail as you need. When it comes to making your project live, all you will need to do is hit 'Use Template' and your template will spin up into a brand new project for your selected client; 

How to use a template to create a project

• Go to your client dashboard and press '+ New Project'

• Select 'From Template', this will give you a dropdown that will list all of your templates — click on the one you want to use

  

• Select the template you need from the list on the right-hand side of the screen

• Create your project and then you are good to go

• Your new project will automatically be populated using your template 🙌🏻

Important note

When creating your template, remember that anything you publish in the template will automatically be visible by the client when you create a project using the template. Most of our users find it useful to keep saving all tasks as drafts in their templates. Doing this will let you share updates with your client gradually and tweak any templated steps/to-dos before sharing.