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Custom Templates

In addition to the predefined templates, you can save the settings of existing projects as custom templates.

Save a project as a templateโ€‹

From Custom Templates Tabโ€‹

  1. Hover on Projects in the sidebar menu and click โ€˜+โ€™ to enter the project creation page.
  2. In the Start with a template section, select the Custom Templates tab.
  3. Click on the '+ Create Template' button.
  4. Select an existing project to model your template after.
  5. Choose the settings to be saved to the template, and click the 'Next' button.
  6. Add a name, cover image, and description to your template.
  7. Click 'Save' to create the new template.

Once a template is created, it can be used by anyone in your organization.

From Project Listโ€‹

  1. Click on 'Projects' in the sidebar to see the 'All Projects' page.
  2. Hover on the project that you want to use as a template.
  3. Click the 'ยทยทยท' icon on the project card and select 'Save as Template'.
  4. Select the settings to be saved to the template, and click the 'Next' button.
  5. Add a name, cover image, and description to your template.
  6. Click 'Save' to create the new template.