If you manage deals, projects, tasks, docs, or budgets in a similar way, templates let you save that setup and reuse it. Instead of starting from scratch each time, you create once and apply whenever you need it.

You can find all your templates by clicking your avatar in the upper right, then going to Customize > Template Center. The exception is task templates, which are managed directly inside a project.

Deal templates let you set up new sales deals with predefined services, custom fields, and settings, keeping your CRM consistent.

👉 Deal Templates: how to create, save, and use deal templates

Budget templates let you define default services, rates, and options for new budgets so you're not configuring them from scratch every time.

👉 Budget Templates: how to create, save, and use budget templates

Project templates let you save a full project setup (tabs, tasks, custom fields, layouts, and workflows), and apply it when starting a new project.

👉 Project Templates: how to create, save, and use project templates
​

Doc templates let you reuse the structure and content of existing docs — useful for recurring reports, briefs, or any document with a standard format.

👉 Creating and Using Doc Templates: how to create and use doc templates

Task templates let you save reusable tasks within a project or project template, including custom fields, assignees, and subscribers.

📌 Unlike other template types, task templates are managed directly inside a project and not in the Template Center.

👉 Creating Task Templates: how to create and use task templates