Oraganization Template

In addition to preset templates, you can save a series of settings in an existing projects as repeatable templates.

Save a project as a template

From Organization Templates Tab

1. Hover on Project in the sidebar menu and click + to enter project creating page.
2. Move to Start with a template session and select the Organization Templates tab.
3. Click on the  + New Template button.
4. Select an existing project.
5. Select the settings to be saved to the template and click the Next button.
6. Add a name, cover and description to the template.
7. Click save to create a new template.

Once a template is created, it can be used across the organization.

From Project List

1. Click on the ···  button on the dropdown of the Project in the sidebar to expand the menu and click the View All Projects to enter Project List.
2. Hover on the project that you want to save as a template.
3. Click the ··· icon on the project card and select Save as Template.
4. Select the settings to be saved to the template and click the Next button.
5. Add a name, cover and description to the template.
6. Click save to create a new template.