Project templates
Save a project you set up well as a template, then start every new project like it in one click.
New project01Save a project as a template#
- Open the project's ⋮ menu and pick Save as Template.
- Give the template a name. Saving with a name you already used replaces that template.
- Turn on Include Tasks if you want the open tasks to come along.
Close-upFIG 2Off by default: the template keeps the setup only. - Click Save Template.
02What a template keeps#
- The project's color, statuses, tags and links
- The hourly rate and the AI Context
- With Include Tasks on: the open tasks with their checklists
Good to know Task dates move with the day the new project starts, so a task due one week in stays one week in.
03Start a project from a template#
Click + New project, name it, and pick your template under Start from. The list shows how many tasks each template carries, or Settings only if it has none.
04Delete a template#
In the Start from list, hover over the template and click the trash icon.
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