Custom Templates

Custom Templates

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

Save a project as a template

From Custom Templates Tab

  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 List

  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.

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