This article explains how to create, save, and manage project and task templates in ClearCRM to standardize workflows, reduce setup time, and ensure consistent task execution.
What it is
System Project Templates are pre-built templates provided by ClearCRM. They include sample tasks, workflows, and compensation settings to help you get started quickly.
How to use
Navigate to Projects → Templates → System Templates.
Browse available system templates.
Open a template to view its structure and tasks.
Click Save as Template to add it to your workspace library.
Edit task details, deadlines, and settings as needed.
Notes
System templates act as a base model — they can be customized but not overwritten.
Ideal for quickly setting up new workflows without starting from scratch.
What it is
Project Templates are your workspace-specific templates saved for future use. They capture the structure, tasks, and dependencies of successful projects.
How to create
Open an existing project that you want to reuse.
Click Save as Template in the project actions menu.
Name your template and confirm.
It will appear under My Templates.
How to use
Go to Projects → Create from Template.
Choose a system or workspace template.
Modify project details (dates, owners, compensation) as needed.
Notes
Once refined, your project templates become repeatable frameworks for your team.
Review them periodically to reflect updated processes or pricing.
What it is
Task Templates allow you to create reusable individual tasks that are not tied to a specific project — for example, invoice reviews or follow-up calls.
How to create
Go to Tasks → Templates → New Task Template.
Enter task name, description, and assignee.
Save for reuse across projects or records.
How to use
Create a new task and select Use Template.
Choose from existing task templates.
Link the task to a project, lead, or other object.
Notes
Task templates do not support subtasks — use full project templates if you need subtasks.
Always ensure each task is linked to one specific object to maintain clarity.
Regularly review templates to keep them aligned with team processes.
Encourage team members to share and refine templates that improve efficiency.
Use system templates as learning examples before creating your own versions.
