Setup lists that speed up project creation.

Where to find them

Create a task template

1. Open Task Template and click the add/new button.
2. Enter the Template Name and a description.
3. Save, then open the template (/project-task-templates/{id}) to define its tasks.
4. Keep Is Active on so the template can be used.

Create a project type

1. Open Project Type.
2. Add a name and save.
3. Pick it in the Type field when creating a project.

Tips

• Deactivate unused templates instead of deleting them.
• Project types are also useful as grid filters in the Project list.