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Creating a Project Template
Creating a Project Template
How to set up a Project Template
Clayton avatar
Written by Clayton
Updated over a week ago

Projects can be stored as templates for future use.

To save a project as a template, create a project, then go to the Overview page.

On the top right, you will see the project phase tracker. Select 'Move'.

Then, click 'Select Stage'.

Select 'Template' and click 'Submit'. 

This will save the project in the Templates folder to be used in the future.

Once you are ready to set up a project based on this template, just open the template project, and duplicate it.
You can then rename the new project, and edit it as needed. 

If you any further questions on this topic, feel free to message us!

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