Summary
Creating project templates
Clone existing global project templates to get started quickly
Navigate to the project templates section via the left navigation bar
Customizing templates
Explore the template library to find a suitable global template
Duplicate the chosen template into your local account for customization
Assigning tasks
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
Setting due dates
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
Publishing and using templates
Publish your fully customized project template
Use the template to create new projects by selecting
Use template,initiating the project creation workflow
Once you have created project templates, you can use them to create one-off or recurring projects