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Create and Manage Project Templates

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Joss Rodriguez
Updated 45 minutes ago
Set up reusable project templates — with milestones, tasks, and collaborator rules — to standardize how your team runs projects.

Before you start: 
  • Project Management is available on the Grow plan.
  • Admin permissions may be required to manage project templates. 
  • Templates can only be applied when creating a new project. You cannot apply a template to an existing project.

Access Project Templates
  1. Go to Settings in the lower-left corner.
  2. Click the Projects tab.
  3. Click Project Templates.

Use a System Template
⚠️ Note: System templates cannot be edited. To customize one, clone it first — your copy can be fully edited and saved as a new template.
  • Browse the list of system templates (e.g., Technology, Construction, Manufacturing).
  • Toggle On to show on the templates list when creating a project.
  • Click the eye icon on any template to preview its milestones, tasks, and end date settings.
  • Click the duplicate icon on any system template to create an editable copy.

Create or Edit a Custom Template
  1. Click + New Template to create one from scratch, or duplicate an existing template.
  2. Enter a Title for the template.
  3. Fill in the Details section:
    1. Assign an Owner
    2. (Optional) Add a Description.
    3. Set the End Date by selecting Days, Weeks, or Months and entering a value.
    4. Add Collaborators: Teams or specific users.
    5. Auto-add record owners as collaborators — enable this to automatically add the owners of any linked deal, company, or person record as collaborators on the project.
    6. Toggle Set as Default if you want this template to be the default for new projects after a deal is won.


  4. Fill in the Milestones section:
    1. Click + Add Milestone.
    2. Enter a Milestone Title.
    3. Set the Due Date — enter a value, then choose Days, Weeks, or Months.
    4. Select a Status for the milestone.
    5. (Optional) Add tasks to the milestone by clicking + Add Task, then fill in the task name, due date, type, priority, and owner.
  5. Save Template.
Need help? Contact support at [email protected]. 
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