Project templates are events that are automatically created when a project is created using a specific project type. They help teams avoid repetitive setup work and ensure every project of the same type follows the same event structure.
What Are Project templates
A project template is a set of events included with a project type.
When a project is created using that type, these events are automatically added to it.
Each predefined event includes:
Event type
Auto-generated title
Pre-filled project and client
Event owner (default = project owner)
Default timezone
Adding Project templates to a Project Type
To set up the Project templates contact our support. To setting up a project type just do the following:
Select one or more event types
Specify how many events of each type should be auto-created
For example:
Event Type | Quantity |
Production | 1 |
Survey | 1 |
Install | 3 |
Removal | 1 |
How Event Titles Are Generated
Titles follow a consistent pattern:
Project Title + Event Type
If multiple events of the same type exist, numbering is added.
Event Ordering
Predefined events appear in the project drawer in:
The order in which they were created, unless
Events have dates — then they display with the most recent first.
How Predefined Events Behave in Projects
When a project is created using a project type:
All predefined events are automatically added
Default fields (client, project, event type, owner, timezone) are pre-filled
Changing a Project Type and Its Effect on Events
When changing the type of an existing project, the user sees options such as:
Create new predefined events
Keep existing events
Archive or replace events