How to create a Project Template
There are two different ways to create a project template. The first is to create a Project with the base information you'll need to start any project. This can include a Welcome Packet, checklists, etc. After creating the project, click on the three dots next to the Project Name and click "Save Project as a template."
The second way is to go to your Projects tab, click on the three vertical dots of a project you've already created and would like to create as a template, then click " Save Project as a template."
How to use a Project Template
To start a project by using a Project Template, click "Add project" in the upper right-hand corner of your Projects tab.
Fill out the Basic setup information (Project name, start and end date if applicable, and Status). Click the dropdown under Create from template to choose the template you wish to work from.
**Note** The project features are set by the selected template.
Once you've selected your template, click "Next" to add move to adding clients and team members onto the project then click "Create."
Project Templates include:
Project features you've toggled on
Project Description on the Overview tab
Ready to sign or unpublished contracts (How to make contract templates here)
Products & Services and views you've created/added
Questionnaires (How to make questionnaire templates here)
Files & Media
How to delete a Project Template
To delete a Project Template, go to your Studio Settings. You will find the Studio Settings as the first menu in the the gear icon at the top of the left menu.
Click on the three vertical dots next to the template you'd like and click "Delete"
**Note** Deleted templates cannot be retrieved. You'll have to re-enter the template manually and save it again.
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.