Project templates

If you run the same kind of work more than once — an audit, a discovery sprint, a campaign, a monthly board pack — you shouldn't have to rebuild the project each time. A project template keeps the shape and leaves out the client.

What a template keeps

• The purpose (what the project is for), the billing model and how the client signs off
• Which tabs are switched on
• Phases, in order, with how many days after the start each begins and how long it runs
• Sections and the tasks in them, with estimated hours and when each is due (as days after the start)
• Milestones, and which phase each sits in
• The invoice schedule, as percentages of the project value — a 30% deposit, 70% on delivery, and so on

It never keeps assignees, actual dates, statuses, comments, files, time entries, invoices or anything about the client.

Save a project as a template

1. Open the project and go to Settings → Tabs.
2. Under Reuse this project's shape, click Save as template.
3. Give it a name and, if you like, a line on when to use it.

The template appears under Business → Project templates, where you can edit it.

Start a project from a template

1. Projects → New Project → Client project.
2. At the top of the "What's this project for?" step, pick one of your templates under Start from a template.
3. The sign-off and phases steps are pre-filled from the template. Rename, reorder, remove or add phases as usual — a phase that keeps its name keeps its sections and tasks.
4. Fill in the client, dates and value. Task and milestone dates are worked out from the start date; invoice amounts from the project value.

You can also click Use on any template in Business → Project templates, which opens the wizard on it.

Built-in templates

Every kind of work in the wizard — delivery project, marketing campaign, audit, packaged service and the rest — is also a built-in template with its suggested phases and tabs. Copy one to add your own sections, tasks and invoice schedule, then save it as yours.

Editing a template

Business → Project templates lists yours and the built-ins. Edit changes the template for future projects only; projects already started from it don't change. Archive hides a template without deleting it; Delete removes it, and again leaves existing projects untouched.

Project templates are included from the Business plan.