Summary

Clone existing global project templates to get started quickly

Navigate to the project templates section via the left navigation bar

Explore the template library to find a suitable global template

Duplicate the chosen template into your local account for customization

Create internal tasks or client requests with adjustable names, descriptions, and priorities

Assign tasks to team members or placeholders, which are labels that can be replaced by actual team member names during project creation

Set relative due dates for tasks based on the project start date

Adjust due dates as needed, either before or after specific days from the project start

Publish your fully customized project template

Use the template to create new projects by selecting Use template, initiating the project creation workflow