Create a project using a template

Capture the entire project setup—including all requests, tasks, and related structures—into a single reusable template.

When applied, it creates a new project with the same preconfigured elements.

Includes:

• Request Lists
• Forms
• To-Dos

To create a project using a template from the Project creation flow:

1. From the left navigation panel, navigate to Projects.

2. Click Create project > Use a template.

3. Select one of the available templates and update the name (required) and description (optional).

4. Click Create project.

Your new project will automatically load with the predefined elements and structure from the selected template.