---
title: "Introducing Project Templates in ClearCRM"
description: "Speed up project setup and ensure consistency with customizable project templates tailored to your team’s workflows"
url: https://help.clearcrm.com/en/articles/12051108-introducing-project-templates-in-clearcrm
collection: "Project Templates"
updated: 2026-03-30
language: en
---

# Introducing Project Templates in ClearCRM

Speed up project setup and ensure consistency with customizable project templates tailored to your team’s workflows

Managing projects often involves repeating the same structure of tasks, milestones, and files across different clients or initiatives. With **Project Templates**, you can save time by creating reusable blueprints that make starting new projects effortless.

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## Where to Find Project Templates

You’ll find **Project Templates** in the **Projects section** of the left-hand navigation menu, right alongside Projects List, Tasks, and Task Templates.

From here, you can:

-   View all your existing templates in **Cards view** or **List view** (switch between them at the top).
    
-   Search for templates using the **search bar** on the right-hand side.
    

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## Creating and Managing Project Templates

## How to create a Project Template

There are a few ways to create templates in ClearCRM:

-   **Create a template from scratch** – start with a blank slate and define all the milestones, tasks, and details yourself.
    
-   **Save an existing project as a template** – if you’ve already set up a project and want to reuse its structure, you can turn it into a template for other team members.
    
-   **System templates (coming soon)** – later, we’ll be introducing pre-built templates based on well-curated industry best practices. These will help you get up and running even faster.
    

## Managing Templates

Once created, templates live in your Project Templates page, where you can:

-   Browse existing templates your team has saved.
    
-   Quickly duplicate them into new projects.
    
-   Edit and refine templates to keep them up to date with your evolving processes.
    
-   You can add a **cover image** to any template, choosing from files uploaded inside that template. This makes it easier to visually distinguish templates at a glance.
    

Each template card comes with quick actions:

-   👁 **Preview/Overview:** Click the image, template name, or the eye icon to open a quick view pop-up.
    
-   📑 **Details:** Click the icon next to the eye to open the full details portal for that template.
    
-   🗑 **Delete:** Remove the template if you no longer need it.
    

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## Using a Project Template

Once you’ve created templates, you can spin up new projects from them instantly:

-   From any template card, click **Use Template**.
    
-   Or, click the **Create Project From Template** button above your list and choose from your saved templates.
    

This ensures every new project starts with a consistent structure, saving your team setup time and reducing errors.

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## Example: Project Template 1

![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330165959_3595.png)

In the screenshot above, you can see a sample template card named **Project Template 1**. This is a simple demonstration template containing tasks, milestones, and files. You can build templates for any kind of project — for example:

-   Client onboarding
    
-   Product development
    
-   Marketing campaigns
    
-   Event planning
    

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## Why Use Project Templates?

-   ✅ Save time on project setup
    
-   ✅ Standardize workflows across your team
    
-   ✅ Reduce repetitive work
    
-   ✅ Ensure consistency across multiple projects