If you work on more or less similar projects, you can duplicate existing work and use one project as a template. 

Templates are available when:

  • Duplicating an existing project
  • Converting a Sales deal to a project
  • Creating a new project

Go to the project you want to copy, open the sidebar and select the Duplicate project option.

Next, you can choose the project type, it can be either for a client or an internal project.

Now is the time to select the details of the new project. Right away, you can choose the project manager, the client (if applicable), and who can see this project:

Additionally, you can choose which modules from the existing project you'd like to copy to the new one.

By default, you can select Everything, but to fine-tune it, select the other option:

When you’re all set, hit the Create project button and your new project will now show in the Project list.

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