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Help Center / Projects & work / Project templates

Project templates

Save a repeatable set of tasks and start every similar project from it.

If you deliver similar work repeatedly (a website build, a brand identity, a monthly retainer), set the structure up once as a template. Add the Project Templates app to use them.

  1. 1

    Open Templates and create one

    Give it a name and an optional description.

  2. 2

    Add the tasks

    List the tasks every project of this kind needs, in order.

  3. 3

    Start a project from it

    When you create a new project, pick the template under Start from template. The tasks are created for you.

Templates keep your delivery consistent across clients and save the "what did we do last time?" scramble.

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