Learn how to configure Project Templates in Matidor so every new project starts with the right structure, fields, and settings. In this quick tutorial, you will see how templates help you standardize recurring work and reduce manual setup across your workspace.
In this video, you will learn how to:
Navigate to the Templates area and open the Project Templates tab
Work with local custom fields and shared global fields inside a template
Prioritize and group fields, set them as required, and control visibility for new projects
Use Project Template settings to connect Work Templates and enable features like schedule and budget tracking
Archive or safely delete templates while protecting existing project data
Configuring Project Templates in Matidor helps your team stay consistent, organized, and efficient from the moment a project is created.