From the templates tab, click create a new template.

Next, enter a name for the template. Fill in additional details if necessary and click create template or create and add another to add additional templates.

To add in additional details to your template like tasks, team members and checklists, click into the template you'd like to edit.

To add a task to your template, click add task. Remember, you want your tasks to be able to apply to multiple clients, so don’t get too detailed! You can always customize a project specifically for a client.

Next, enter a name for the task.

Additional details are optional but recommended! On each task, you can add in a description, due date, assignee and even a checklist! Once completed, click create task or create and add another to add additional tasks.

Next, add your team members that will be working on this project type. Users added here will be able to see any project created from this template!

Nice work! Once you've added all your tasks, team members and any other additional information, this template is now ready to be used to create projects for your clients!