Templates

A template is a bare-bones version of a project, using which you can spin up new projects easily.

You can create sections, tasks, members, and everything that you can for a project. This then can be used to create new projects so that you don't have to repeat everything.

Creating a template

  1. Go to Admin Panel.

  2. Click on Templates.

  3. Click on Add new template.

  4. Add details and save changes.

image

Creating a project using a template

  1. Go to Admin Panel.

  2. Click on Templates.

  3. Click on the More icon for the template and choose Use Template.

  4. Add details and save changes.

You can also do this by going to the template and then clicking on the Use template button.

image

Cloning a template

You might want to use an existing template as the starting point for creating a new template, For doing this, we have the duplicate template feature.

  1. Go to Admin Panel.

  2. Click on Templates.

  3. Click on the More icon for the template and choose Clone.

image

Can't find what you're looking for?