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A Quick Guide to Creating Templates

Simplify your workflow with templates for sales deals, projects, tasks, and budgets. Save time by duplicating standard setups.

Updated over 3 weeks ago

If you often manage your sales deals, projects, tasks, or budgets in a similar way, creating templates can simplify your workflow.

Templates allow you to duplicate standard setups, saving you time and effort.

Sales Deal Templates

Deal templates help you quickly set up new sales deals with predefined services and settings, ensuring consistency across your CRM.

  1. Create a Deal Template in the Template Center
    Go to the Template Center (hover over your avatar in the upper right).
    Click + Template, then select Deal.
    Name and describe your template, then click Create Template.
    Add services, custom fields, and other key details.
    Click Save changes and Done.

  2. Create a New Template Using the "Save as Template" from an Existing Deal
    Click on the Settings tab (cog icon ⚙️) in the deal sidebar.
    Select Save as template.

  3. Use a Deal Template
    To create a deal from a template, select it in the Template Center and click Use template.
    Alternatively, when creating a new deal, select Create from template to start with a predefined setup.

Project Templates

Project templates help with project management by allowing you to set default options for new projects (including tasks, sharing options, layouts, custom fields, and views).

  1. Create a Project Template in the Template Center

    Go to the Template center (hover over your avatar in the upper right), click + Template, and choose Project from the dropdown.

    Name and describe your template, then click Create Template.

    Add tasks, custom fields, docs, and other options like views and workflows. Save by clicking Save changes and Done.

  2. Create a New Template Using the "Save as Template" from an Existing Project
    Click on the More actions tab (three dots) in the project sidebar.
    Select Save as template.

  3. Use the Template

    Choose the "From template" option when creating a new project or hover over your avatar in the upper right and select the Template Center to access your project template and create a new project from there.

Task Templates

  1. Create a Task Template
    Within a project, create tasks that you want to reuse.

  2. Duplicate Tasks
    Select the tasks you wish to duplicate by clicking the checkbox next to each task name. Follow the same duplication process as described for projects. Closed tasks can also be duplicated and will remain closed in the new project.

Find out more about duplicating creating task templates here.

Budget Templates

Budget templates simplify budgeting by allowing you to set default options for new budgets.

  1. Create a Budget Template

    Go to the Template center (hover over your avatar in the upper right), click + Template, and choose Budget from the dropdown.

    Name and describe your template, then click Create template.

    Add services, rates, and other options like currency and document templates. Save by clicking Save changes and Done.

  2. Create a New Template Using the "Save as Template" from an Existing Budget
    Click on the Settings tab (cog icon ⚙️) in the budget sidebar.
    Select Save as template.

  3. Use a Budget Template

    To create a budget from a template, select it from the Template Center and click Use template, or go to + Budget in the Financials tab and select Create from template.

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