Summary

1. Creating project templates

   • Clone existing global project templates to get started quickly
   • Navigate to the project templates section via the left navigation bar

2. Customizing templates

   • Explore the template library to find a suitable global template
   • Duplicate the chosen template into your local account for customization

3. 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

4. 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

5. 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