Project Templates

PRO feature - Reuse project structures for similar work.

Creating Templates

1. Go to Projects > Templates
2. Define:
   • Task list
   • Standard budget
   • Default rate
   • Typical duration

Using Templates

When creating a project:

1. Click Use Template
2. Select template type
3. Customize for client
4. Save

Common Templates

• Website Development
• Logo Design
• Monthly Retainer
• Marketing Campaign
• Consultation Project

Template Benefits

• Consistent project setup
• Nothing forgotten
• Accurate estimates
• Faster project creation