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
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- Hover on Projects in the sidebar menu and click โ+โ to enter the project creation page.
- In the Start with a template section, select the Custom Templates tab.
- Click on the '+ Create Template' button.
- Select an existing project to model your template after.
- Choose the settings to be saved to the template, and click the 'Next' button.
- Add a name, cover image, and description to your template.
- Click 'Save' to create the new template.
Once a template is created, it can be used by anyone in your organization.
From Project Listโ
- Click on 'Projects' in the sidebar to see the 'All Projects' page.
- Hover on the project that you want to use as a template.
- Click the 'ยทยทยท' icon on the project card and select 'Save as Template'.
- Select the settings to be saved to the template, and click the 'Next' button.
- Add a name, cover image, and description to your template.
- Click 'Save' to create the new template.
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