Build project templates

A template is a ready-made project structure: a list of phases in order, each with its own default tasks. When you create a project from a template, its phases and tasks are added for you.

Before you start

• You need access to studio settings. New studios start with three templates: Residential Design, Commercial Fit-Out and FF&E Project. Edit these or add your own.

Create a template

1. Go to Settings > Templates.
2. Under Your templates, click New template.
3. Type a name in Template name.
4. Click Save template.

Add and order phases

1. Select the template under Your templates.
2. Click Add phase. A phase called "New phase" is added at the end and opened on the right. Deleting a phase with its bin icon deletes its default tasks too, with no confirmation and no undo.
3. Rename it in Phase name.
4. Drag phases by the handle to put them in order.
5. Click Save template.

Add default tasks to a phase

1. Click a phase.
2. Under Default tasks, type in Add a task... and press Enter, or click +.
3. To remove a task, click the x on its row.

What happens next

• The template appears when you create a project. See Create a project.
• Projects already created are not changed. A template is copied into a project when the project is created.

Delete a template

1. Select it and click Delete template.
2. Confirm with Delete.

The template and its phases are deleted for good. You can't delete your last template.

Good to know

• Some changes save straight away and some wait for Save template:
  • Saved straight away: adding a phase, deleting a phase, adding a task, removing a task.
  • Saved with Save template: the template name, phase names and phase order.
• Watch for Unsaved changes next to Save template. Switching to another template or leaving the page drops unsaved names and order without warning.
• To rename a default task, remove it and add it again.
• The task count on each phase updates when you reload the page.