A project template is a reusable blueprint for the way you set a client up — a website build, a new-client onboarding, a monthly retainer. It is not just one project: a template can create the categories, several projects with their own checklists, the messages that open the relationship, and the resources the client needs on day one. Save it once, then stand the whole thing up in one move. Everything a template fills in stays editable when you use it.
Where Templates Live
Templates belong to your whole workspace, not a single client — build one once and reuse it for any client. Go to Projects and click Templates in the top right, then New Template.
1. Name the Template
- Template name — only your team sees this. It is how you will pick the template later (e.g. “New Client Onboarding”).
- When should it be used? — an optional one-line note for whoever picks it later.
2. The First Project
This is the project that opens when someone picks the template on New Project. Everything here can be changed at the moment it is used.
- Project title — pre-fills the title. Leave it blank to name each one yourself.
- Priority — Low, Medium, High, or Urgent.
- Category — the category the project is filed under. If it does not exist for that client yet, it is created automatically.
- Description — boilerplate that appears on every project made from this template.
- Checklist — the to-dos that should exist on it. See Due dates below.
3. More Projects
Everything else the engagement needs standing up at the same time. Each extra project has its own title, priority, category, description and checklist. Give two projects the same category and they file together; name a category that does not exist yet and it is created for you.
4. Opening Messages
Messages are posted to the client’s Messages tab the moment the template is applied — a welcome, what happens next, who to ask. The client can see and reply to these, so write them for their eyes, not as internal notes.
5. Resources
Links and files dropped into the client’s Resources tab — an intake doc, a brand kit, a shared drive. Paste a URL that will still be there in a year; a template holds a link, not an upload of its own.
Due Dates Are Always Relative
Every to-do can set Due in (days) — the number of days after the template is applied that it is due.
- A to-do set to 3 is always due 3 days after you apply the template. There is never a calendar date to maintain.
- Leave the days field blank for a to-do with no due date.
Watch the Summary
As you build, the panel on the right counts exactly what applying this template will create — categories, projects, to-dos, messages, resources. That is the same count shown to whoever uses it, so what you see while building is what they get.
Editing and Deleting
From the Templates list, click any template to edit it, or use the trash icon to delete it. Changes to a template only affect future use — anything you already created from it is untouched.
Next
- Setting Up a New Client from a Template — bring someone on board with their whole portal already standing.
- Starting a Project from a Template — use one on a client you already have.