Project Templates

Project Templates let you standardize project creation. Save time and ensure consistency by creating templates for common project types.

What Are Project Templates?

Templates pre-define:

• Task structure
• Default assignees
• Cycles/sprints
• Labels and custom fields
• Settings and permissions

Creating a Template

From an Existing Project

1. Open a project you want to use as template
2. Go to Project Settings
3. Click Save as Template
4. Name the template:
   • "Website Launch"
   • "Product Sprint"
   • "Client Onboarding"
5. Choose what to include:
   • Tasks
   • Cycles
   • Labels
   • Team members
   • Settings
6. Click Save Template

From Scratch

1. Go to Projects > Templates
2. Click New Template
3. Configure template structure:

Template Details:

4. Add template tasks (see below)
5. Save

Template Structure

Template Tasks

Define tasks that will be created:

Project: Website Redesign
├── Phase 1: Discovery
│   ├── Task 1: Stakeholder interviews
│   ├── Task 2: Competitive analysis
│   └── Task 3: Requirements doc
├── Phase 2: Design
│   ├── Task 4: Wireframes
│   ├── Task 5: Visual design
│   └── Task 6: Design review
└── Phase 3: Development
    ├── Task 7: Frontend build
    ├── Task 8: CMS integration
    └── Task 9: QA testing

Task Properties

For each template task, set:

Cycles in Templates

Include sprint structure:

Cycle 1: Week 1-2 (Discovery)
Cycle 2: Week 3-4 (Design)
Cycle 3: Week 5-6 (Development)

When project is created, cycles are generated with appropriate dates.

Labels

Define standard labels:

• design
• development
• urgent
• client-feedback
• blocked

Using Templates

Creating a Project from Template

1. Go to Projects > New Project
2. Select From Template
3. Choose your template
4. Configure:
   • Project name
   • Start date
   • Team members
   • Customizations
5. Click Create Project

What Gets Created

From the template:

• ✅ All tasks with properties
• ✅ Cycles with dates
• ✅ Labels
• ✅ Default settings

You can modify before finalizing:

• Edit task titles
• Reassign tasks
• Adjust dates
• Add/remove tasks

Setting a Default Template

Set a template as default for new projects:

1. Go to Projects > Templates
2. Find the template
3. Click ... menu
4. Select Set as Default
5. All new projects use this template

Managing Templates

Edit Template

1. Go to Projects > Templates
2. Click on the template
3. Make changes
4. Save

Changes apply only to future projects. Existing projects are not affected.

Duplicate Template

Create a variant:

1. Click ... on a template
2. Select Duplicate
3. Rename and modify
4. Save as new template

Delete Template

1. Click ... on a template
2. Select Delete
3. Confirm

Template Examples

Software Development Sprint

Sprint Template
├── Planning
│   ├── Sprint planning meeting
│   └── Task breakdown
├── Development
│   ├── Feature development
│   ├── Code review
│   └── Unit testing
├── QA
│   ├── QA testing
│   └── Bug fixes
└── Release
    ├── Deployment
    └── Sprint retrospective

Marketing Campaign

Campaign Template
├── Strategy
│   ├── Campaign brief
│   └── Target audience research
├── Creation
│   ├── Copywriting
│   ├── Design assets
│   └── Landing page
├── Launch
│   ├── Channel setup
│   ├── Launch
│   └── Monitoring
└── Analysis
    ├── Performance report
    └── Optimization plan

Client Onboarding

Onboarding Template
├── Kickoff
│   ├── Welcome call
│   ├── Account setup
│   └── Team introductions
├── Setup
│   ├── Configuration
│   ├── Data import
│   └── Integration
├── Training
│   ├── Admin training
│   ├── User training
│   └── Documentation review
└── Launch
    ├── Go-live
    └── 30-day check-in

Best Practices

Template Design

• Keep templates focused (one project type per template)
• Include all standard tasks
• Use descriptive task names
• Add clear descriptions

Maintenance

• Review templates quarterly
• Update based on process changes
• Remove outdated templates
• Get team feedback

Customization

• Balance structure with flexibility
• Allow for project-specific additions
• Don't over-template (too rigid)
• Document when to use each template

Next Steps

• Projects — Create projects from templates
• Tasks — Define template tasks
• Cycles — Include sprint structure