Summary

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: daily, weekly, monthly, yearly, custom
   • Decide end conditions: never-ending or specific date
   • 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 Work section → Create project → Use project template
   • 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 Create project

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

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