The Project Template Details page is where you can view and configure the full structure of a template. Unlike a regular project (where you manage day-to-day work), the details page of a Project Template is all about setting up a reusable blueprint.
This ensures that every new project created from the template starts with the right tasks, milestones, files, and team setup—without starting from scratch each time.
When you open a Project Template and click into it, you’ll land on its Details page, which contains several key sections:
At the top, you’ll see the basic information of your Project Template, including:
Template name
Description
Assigned team members (if any)
Start/end date rules (if configured)
This overview gives you the "big picture" of what the template represents before diving into specifics.
Every Project Template can contain tasks and milestones that will automatically appear whenever you use the template to create a new project.
Organize your task list just like you would in a project.
Group tasks under milestones to establish key phases.
Define assignees (optional) so tasks are automatically distributed when the project is created.
You can attach files, documents, or links directly to the Project Template. This ensures important assets—like guides, contracts, or reference materials—are always included in projects that use this template.
Keep standard notes or discussion threads inside the template. These will help teams have consistent context when the template is used, especially for onboarding or recurring project types.
The Details page of a Project Template ensures that every project built from it is:
Consistent → no missing steps or documents.
Efficient → projects spin up quickly with ready-to-go structure.
Scalable → perfect for onboarding, client projects, or internal workflows you repeat often.
Projects = where real work happens.
Project Templates = reusable blueprints.
