Templates and the shared library
Save a finished scope as a template, then start a new project from it in one click.
Who this is for: Team workspaces. Templates are a Team plan capability and are shared across the organisation.
What a template holds
A template is a frozen copy of a generated scope: its sections and deliverables, its pricing line items, its timeline, assumptions, exclusions, client responsibilities, payment milestones and optional add-ons. It does not hold the original client brief, the clarifying questions, or the answers.
The sidebar shows each template's shape as a section and line-item count, which is usually enough to tell two similar templates apart.
Save a scope as a template
- Open a project that already has a generated scope.
- Choose Save as template.
- Give it a name of 80 characters or fewer.
The template is saved to the organisation, not to you personally, so every active member of the workspace can use it.
Start a project from a template
Choosing New project from template, or clicking the template row in the sidebar, creates a new project carrying the template's scope, already at the scoped status. It does not modify the template, and it does not modify the project the template came from.
Who can rename or delete a template
| Action | Who can do it |
|---|---|
| Create a template | Any active member of a Team workspace |
| Use a template to start a project | Any active member of a Team workspace |
| Rename or delete a template | The member who created it, or an owner or admin of the organisation |
Related
- Review, edit and price a scopeThe generated scope is a draft. This is the review pass that turns it into something you are willing to sign.
- Roles and permissionsOwner, admin and member, and exactly which actions each one can take.
- Plans and limitsThe real limits enforced on each plan, and what changes the moment you upgrade or downgrade.