What are project templates?
Project templates standardize how projects start. Define types like “Financial Plan,” “Client Onboarding,” or “Annual Review” to ensure consistent workflows across your team. Each project template includes:- Title — The name that appears when creating a project
- Description — Explains when to use this template
- Milestones — The stages of the project, each with a title, color, and auto-advance trigger
Book vs company project templates
Project templates can be scoped to a specific book or shared across your entire firm:- Book-level — Available only within that book
- Company-level — Available to all books in your firm
Create a project template
Add milestones
Define at least one milestone. For each milestone, set:
- Title — The milestone name
- Color — A visual identifier
- Auto-advance trigger — When the milestone completes (all tasks completed, meeting scheduled, or meeting completed)
Edit a project template
- Click on a project template to expand its details.
- Update the title, description, or milestone configuration.
- Click Save to apply changes.
Reorder project templates
Drag and drop project templates to change the order they appear when creating a project.Using project templates
When creating a project, select a project template from the available options. The project is created with all the milestones defined in that template. Learn more about creating projects.Best practices
- Keep templates focused. Each template should represent a distinct engagement or workflow.
- Aim for 5—10 templates. Too many templates cause confusion.
- Use descriptive titles. Clear names help your team pick the right template.
- Define milestones carefully. Milestones set the project’s structure and progress tracking.