Project templates

Screen reference

Project templates help standardize how projects are created and planned. When configured, a project template can instantiate task templates and workflows based on project information.

What you can do

• Use templates to reduce setup time.
• Configure initial data and workflow rules for common project types.
• Instantiate task templates automatically when project conditions match.
• Review generated tasks after project creation to adjust dates, assignments, and estimates.

Environmental consulting example

A Site Assessment project template can generate tasks for kickoff, site visit, records review, report drafting, QA review, and final submission.