Start every project from how you work
Save your tasks, milestones, dependencies, deliverables and small print as templates, and drop them into projects and proposals.
Starting from a blank page
When every project starts from scratch, the process lives in people’s heads. Two project managers set up the same kind of job in two different ways, and things get missed.
Templates turn your best version of a project into something anyone can start from.
Templates for every part of the job
From the first proposal to the last task.
Templates for projects
Save a task group with its subtasks, estimates, disciplines and checklists. Keep standard milestones and client dependencies too, each applied from the project.
Templates for proposals
Save deliverables with their line items, and group them into proposal templates. Apply them to a proposal with the rate card you choose, so they arrive priced.
Templates for the small print
Keep your usual assumptions and exclusions, risks, and terms and conditions ready to drop into any proposal.
The details
Keeping your templates tidy.
Search and filter
Find templates by name, and switch between active and archived
Clone
Copy a template to make a variation
Archive
Archive templates you no longer use, and restore them later
At a glance
See how many templates of each type you have, and the latest changes
Permissions
Choose who can create, edit and archive templates
From your AI assistant
Create task and deliverable templates from a connected AI assistant
Questions about templates
Proposal templates add their deliverables to a proposal you've already created, priced with the rate card you choose.
No. They include subtasks with descriptions, disciplines, estimates and checklists. Add dependencies once the tasks are in the project.
Yes. Archived templates can be restored.
Make your best project the starting point
Or see where templates are used.