Project Templates

A project template is a ready-made task list. With one click you can create a new project from it: the tasks are created with their due-date offsets, estimated hours and sub-task structure. A flow can also create a project from a template, for example when an opportunity moves to another stage.

Manage templates under Settings → Project Templates.

1. Click New Template and enter the Name, description, Default Color and Default Status – the project created from the template gets these.
2. Add tasks with Add Task. For each row you can set:
   • Task Name
   • Due Date (days) – how many days after the project is created the task is due
   • Est. Hours
   • Assign To – Deal Owner or Deal Members; this only matters when a flow creates the project from an opportunity
   • Parent task – if the task is a sub-task of another one
3. Save the template.

Creating a project by hand: click the Create Project icon in the template's row, enter the project name, and the new project opens.

Creating a project with a flow: in Flows, the Create project from template step creates a project from the chosen template. If the flow is tied to an opportunity, the project name is extended with the opportunity's name and the tasks go to the opportunity's owner or members. Flows only use Active templates.