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.

Project templates contain:

• Milestones

• Tasks within milestones

• Relative due dates

• Templated task owners

Creating Projects from Templates

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

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