Docs Projects
Templates
Keep the way you run a kind of project as a template, start projects from it, and improve it in versions.
A template is a saved set of stages, deliverables and tasks, with their hours, gates and weights. A project started from it keeps its own copy, so changing a template never changes a project already made.
Make a template
- Open Setup › Work › Templates and choose New template.
- Give it a Name and choose Start from: An empty template, or a copy of one you have.
- Build its stages, deliverables and tasks in the same list and canvas as a project’s Work tab.
- Save it. Every save is a new version, v2, v3 and on.
Save a project as a template
On the project, open More › Stage details, choose Save as a new template, give it a name and choose Save template.
Keep templates tidy
- Copy template makes a new template from one you have.
- Archive template puts away a template projects have used; Delete template removes one that no project has used.
- The side panel shows the projects using a template, and stages several of them added on their own, so you can add those to the next version.
Business keeps 10 templates (archived ones do not count). Professional has no limit.