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.
🔍 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.
💰 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.
