To get started, select Templates from the left navigation menu.
Next, select the template you want to create a project with.
Now you have a choice. Do you want to create an individual project or a repeating project? An individual project should be created for projects you do not regularly perform on a repeat schedule. A repeating project should be created for projects that will reoccur on a regular cadence.
Creating an individual project from a template
Select one or multiple clients using the available filters and enter a due date when creating an individual project. You can also select an assignee which will assign all the tasks in this project(s) to this user. Click create from template when you are ready to create!
Your individual project has now been created!
Creating a repeating project from a template
When creating a repeating project, select one or multiple clients. You can narrow your client list by using the client categories menus (services and assignee or priority level)!
Then, you can enter the details for how often you want your project(s) to repeat and when as well as designating an assignee!
Finally, click create from template when you are ready to create!
Your repeating project is now created and will repeat based on the schedule criteria you set! You can find both individual and repeating projects in the projects tab!