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This guide walks you through building a custom project template, organizing it for easy access, and duplicating it whenever a new project begins.
Purpose
Save time by building a reusable project structure with pre-defined columns, tasks, and settings.
Key Steps
- Create a new project with your desired title and description.
- Organize columns with names, icons, and colors that fit your workflow.
- Add example tasks with titles and descriptions to act as starting points.
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Customize the project:
- Add tags, checklists, and custom fields.
- Configure automation and permissions.
- Duplicate the template whenever you want to start a new project.
Tips
- Keep your templates organized in a dedicated project group so they’re easy to find and reuse.