Use Project Templates to save time and start your project off with all of the necessary information in place.

Templates are accessed by navigating to Projects and clicking the Templates tab.

Templates are created from existing projects to give you a base as you start.

In your Projects list, click the ••• menu to the right of any project and choose + Create Template:

This will copy over Tasks, Schedule, Financials, Selections, and Files. The following will be removed and/or reset:

Templates DO NOT include:

The template can then be accessed from the Templates tab at any point in time.

Use the pre-built templates offered in the Template Gallery to use a New Construction, Kitchen Remodel, or Bathroom Remodel Template. The Template Gallery can be accessed through the Templates tab by clicking on Template Gallery in the top right corner:

This will open up a gallery of our templates and will explain what each one includes. To download a template, click on the "Add to My Templates" button. This will automatically create the Template and add it to your Templates tab. From here, you can adjust anything that you need to so the template is bespoke and ready to use!

Once you've made your customizations to your template, you can now use it to create a Project! There are two ways you can do this:

You can now set up common tasks, schedules, financials, selections, and files to be reused in future projects.

Your dashboard and global schedule do not include items from templates.

Templates can be duplicated, favorited, or deleted from the ellipses menu to the right of the template name:

Duplicate Template allows you to duplicate a template to modify or customize further so you have multiple options. By duplicating the template, you're able to create additional options with your already customized Tasks, Schedule, Selections, Budget, and Files.

Choose what items carry over

Adjust the dates

You can choose to leave the dates to stay the same or change them and pick a new date for the schedule to start. When you change the start date all of the dates following will shift based on the timeline in the template.

Task assignees can be saved when launching a new project from a template, which is a huge time saver when setting up a project.

Setup

Assign team members and collaborators to tasks. You can also assign a task to anyone in your contact list, denoted by the ‘NO ACCESS’ label.

When you launch a project from a template, use the “Assignees” option to make sure all your task assignments are preserved in the new project..

Invite users

After the new project is created, all tasks will have their respective assignees. Users will not be automatically invited to the new project to ensure that users will only be invited when the project is ready. You can invite all your users from the Project Settings area.

What items don't transfer?

Everything in the Chat, all comments throughout the project, and the project members are not copied to the new project. Completed Tasks, Phases, Selections, and Financials are copied and reset.

Who can see templates?

Viewing and editing a template is similar to projects, where you still need to belong to a template to see one. After creating a template, you become the owner, so you can invite Team Members. They won't get an email invite, but it will automatically appear in their template list to help view and edit.

Do I get notifications from templates?

Templates look very similar to projects, but the main difference is that templates will offer a more isolated experience.

Next up

Create and Manage Projects