Project Templates
Save time by creating reusable project templates. Start new projects with pre-defined tasks, board layout, and team structure.
Creating a Template
From Scratch
Open Templates
Navigate to the template library.
Create New Template
Click “Create Template” and define the project structure — board columns, task list, and default settings.
Save
Give it a name and save. It’s now available in the template library.
Save an Existing Project as Template
- Open a project
- Go to Settings → Save as Template
- The current project structure (board, columns, tasks) is saved as a reusable template
Using a Template
- Click “New Project”
- In the creation wizard, choose “Start from Template”
- Browse the template library → select a template
- Customize the project details (name, dates, team)
- Click Create — the project is created with all the template’s structure
Template Library
- Browse all team templates
- See popular templates — most frequently used
- Clone templates to create variations
- Update or delete templates
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