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
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.
