Create and apply project templates to standardize project structure, tasks, and settings.
Create a project template
Templates save project settings, task lists, and rate configurations.
Create a project template — overview
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- 1
Open an existing project → Settings → Save as template
Step 1 screenshot
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- 2
Name the template and choose what to include (tasks, rates, tags, team members)
Step 2 screenshot
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- 3
Save to the template library
Step 3 screenshot
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Create a project from a template
Templates speed up onboarding for recurring client or project types.
Create a project from a template — overview
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- 1
Go to Projects → New project → From template
Step 1 screenshot
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- 2
Select the template
Step 2 screenshot
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- 3
Customize name, client, and dates
Step 3 screenshot
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- 4
Review pre-populated tasks and settings
Step 4 screenshot
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- 5
Click Create project
Step 5 screenshot
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Template management
View all templates: Projects → Templates. Edit, duplicate, or delete from the template detail page.
Only Admins and Owners can create and manage templates.
What templates include
Configurable: task list, tags, default rates, team assignments, kanban columns, custom fields.
Not included: time entries, invoices, and historical data.
