Project templates - 7 February ' 23

Set up standard projects in seconds

Lyssa Parisella avatar
Written by Lyssa Parisella
Updated over a week ago

If you're often setting up the same types of projects, templates allow you to speed up the process without having to worry about missing any important project details.

You can:

⚑ Reuse templates to set up similar projects in seconds

Streamline your project workflow by creating custom templates. Simply select a template when you're setting up your next project, and you'll have everything you need to get started.

πŸ” Choose how detailed you want your templates to be

From just setting up phases, to assigning placeholders, to fully scheduling people and assignments - you have the power to make your templates as simple or in-depth as you want.

πŸ’° Get time, cost and revenue insights for each template
Each project template has its own dashboard so you can see at a glance how each one may impact your bottom line.

Examples of how you can use project templates

1. Projects for specific teams

When a specific team has a standard repeatable project type.

In this example, the Customer Experience team has a standard research project. The project teams usually consists of Celine, Alan, and Rihanna.

2. Projects with placeholders

When there is a standard project type but team member will vary.

In this example, all standard Website Build projects use a project with the same roles. The exact project team will be determined once all placeholder roles have been filled.

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