Saving a project as a template is as easy as visiting a project and choosing the “Save As Template” button near the top of the view.
You’re also able to save a currently filled out project builder as a template by selecting the check box at the end of the builder to save that as a template on creation.
Templates include all tasks, their task types, and their descriptions. We do not save project name, user assignments, or due dates as these change too frequently.
To use a template simply open up the project builder and select your desired template from the list of currently available templates. Doing so will fill in that templates tasks. You’re then able to edit or add new tasks as needed.