Summary
Introduction to project templates
A project template is a collection of tasks used to replicate projects across different clients or on a recurring basis
Setting up recurring projects
Specify frequency:
daily,weekly,monthly,yearly,customDecide end conditions:
never-endingorspecific dateOption to create projects in advance with dynamic project names
Advanced features
Include billing information
Fixed amount
Per hour billing
Billing at one time or recurring
Hourly based on the entire project or specific team members
Save the template for future use
Generating and managing projects
Navigate to
Worksection →Create project→Use project templateChoose template, rename if needed
Select clients and assign an owner
Specify start date and due date of the first project in the sequence
Click
Create project
Post-creation
Cone automatically adds tasks based on template and recurring settings
Access tasks within each project as usual
Handle client requests or internal work
Editing recurring projects
Use the `recurring project editor available in the top right of any recurring project
Make changes that apply only to future iterations, not existing ones