Project Templates

Templates for projects that repeated across customers

Create templates for sets of tasks and milestones that make it easy to track repeatable work.

Visit the Project Templates page to create a new project template or modify your existing templates.

Project templates contain:

• Milestones

• Tasks within milestones

• Relative due dates

• Templated task owners

Creating Projects from Templates

Projects templates can be used in Triggers to spin up projects automatically based on any conditions.

Or projects can be created for specific accounts manually from a template: