Create a Project Template

Learn How to Create a New Project Template

You can follow the text guide below or if you would like to see a more visual representation you can follow our Slideshow
  1. To Create a Project Template, start from the Admin Dashboard on the left side of your screen. 
  2. Once there, click on the Projects tab in the top menu bar. 
  3. On this page, click the +ADD button in the Templates section.
  4. A form will appear that will allow you to choose the Name, Description, and Tags that are the default when creating a Project with this chosen template. 
  5. Additional Properties and Attachments can also be added. These can be anything from a floor plan to a phone number.