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.

Create a template

  1. Go to Settings > Templates.

  2. Click on Add new template.

  3. Add details and Save changes.

Create a project using a template

  1. Go to Settings > Templates.

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

  3. Add details and save changes.

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

Clone 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.

Here's how you can use it:

  1. Go to Settings > Templates.

  2. Click on More icon for the template and choose Duplicate.

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