Every repeatable engagement — onboarding a client, launching a product, running a sprint, closing a quarter — follows the same shape. Project templates capture that shape once: tasks, assignees, dependencies, custom fields, and automation rules. One click, and a new project arrives fully scaffolded, ready to run.
No add-on tiers, no feature gates — this is what the module ships with, included in every plan.
Templates carry not just task names but assignee rules, due-date offsets, custom field defaults, and dependencies — so the project is genuinely ready to execute, not just a list of blank to-dos.
Workflow rules included in the template fire from day one — notify the client, assign the kickoff task, set the status — without anyone needing to remember to configure them.
Maintain separate templates for product launches, client onboarding, event delivery, and internal ops. Each team manages its own library; no template sprawl across shared folders.
When spawning from a template, fill in the client name, start date, and budget ceiling — the whole project adjusts its labels and due-date chain accordingly.
When a deal moves to won in the CRM, the matching project template is applied automatically — correct task list, correct team, correct billing rate — without a single manual step.
Update a template and choose whether live projects inherit the change or stay on their original version; no destructive global overwrites.
Start free with VCard & Link-in-Bio. Turn on Project templates and the rest of the catalog from one flat plan — no per-seat fee, ever.