Every repeatable engagement, onboarding a client, launching a product, running a sprint, closing a quarter, follows the same shape. Project templates capture that shape once: tasks, assignees, dependencies, custom fields, and automation rules. One click, and a new project arrives fully scaffolded, ready to run.
No add-on tiers, no feature gates. This is what the module ships with, included in every plan.
Templates carry not just task names but assignee rules, due-date offsets, custom field defaults, and dependencies, so the project is genuinely ready to execute, not just a list of blank to-dos.
Workflow rules included in the template fire from day one, notify the client, assign the kickoff task, set the status, without anyone needing to remember to configure them.
Maintain separate templates for product launches, client onboarding, event delivery, and internal ops. Each team manages its own library; no template sprawl across shared folders.
When spawning from a template, fill in the client name, start date, and budget ceiling, the whole project adjusts its labels and due-date chain accordingly.
When a deal moves to won in the CRM, the matching project template is applied automatically, correct task list, correct team, correct billing rate, without a single manual step.
Update a template and choose whether live projects inherit the change or stay on their original version; no destructive global overwrites.
Start free with VCard & Link-in-Bio. Turn on Project templates and the rest of the catalog from one flat plan. No per-module fee, ever.
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