Cone

___________________________________________________________

- A project template is a collection of tasks used to replicate projects across different clients or on a recurring basis

- Specify frequency: <code>daily</code>, <code>weekly</code>, <code>monthly</code>, <code>yearly</code>, <code>custom</code>
- Decide end conditions: <code>never-ending</code> or <code>specific date</code>
- Option to create projects in advance with dynamic project names

- 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

- Navigate to <code>Work</code> section → <code>Create project</code> → <code>Use project template</code>
- Choose template, rename if needed
- Select clients and assign an owner
- Specify start date and due date of the first project in the sequence
- Click <code>Create project</code>

- Cone automatically adds tasks based on template and recurring settings
- Access tasks within each project as usual
- Handle client requests or internal work

- 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

1. Introduction to project templates
 - A project template is a collection of tasks used to replicate projects across different clients or on a recurring basis
2. Setting up recurring projects
 - Specify frequency: <code>daily</code>, <code>weekly</code>, <code>monthly</code>, <code>yearly</code>, <code>custom</code>
 - Decide end conditions: <code>never-ending</code> or <code>specific date</code>
 - Option to create projects in advance with dynamic project names
3. 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
4. Generating and managing projects
 - Navigate to <code>Work</code> section → <code>Create project</code> → <code>Use project template</code>
 - Choose template, rename if needed
 - Select clients and assign an owner
 - Specify start date and due date of the first project in the sequence
 - Click <code>Create project</code>
5. 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
6. 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

Streamline recurring projects with Cone templates—create once, reuse anytime for consistent client onboarding

Summary