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
Create a Template
Go to CRM > Deals and click on the + Deal button. Fill in the sales deal details and name it for easy identification, such as "CLIENT TEMPLATE".
Duplicate a Deal
After creating the template, click on the sidebar and select Duplicate deal. Enter a name for the new deal and click Duplicate Deal. This process also duplicates all services and expenses, which you can then edit as needed.
Find out more about duplicating and creating deal templates here.
Project Templates
Create a Project
Navigate to Project management > Project and click on the + Projects button. Enter the project details and name it.
Save as Template
Click on the More actions tab (three dots) in the project sidebar. Select "Save as template".
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.
Find out more about project templates here.
Task Templates
Create a Task Template
Within a project, create tasks that you want to reuse.
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.
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.
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.