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Organizing work

Project templates

Turn a repeatable project into a template you can spin up in seconds.


If your team runs the same kind of project over and over — a client onboarding, a sprint, a launch — turn it into a template so you never rebuild it from scratch.

Create a template

Set up a project the way you like it (sections, standard tasks, labels), then save it as a template.

Use a template

When you start similar work, create a new project from the template. All the sections and starter tasks come pre-filled — just change the details.

Templates keep your team consistent: everyone's client onboarding looks the same, so nothing gets missed.