How can I create and use project templates?
You can create project templates in order to save your project settings and re-use them for future projects. First, you will want to create and modify your template. Then you can apply the template to all of your future projects. This guide will walk you through on how to create the templates and apply them to your projects.
Click Settings from your main dashboard.
Under the Preferences tab, click to add a new project template.
Name your template and click Continue.
Modify the fields in color and click Continue to go through each tab. Each tab will have certain color fields that can be saved, these are the fields that will be part of the template.
Once you are on the Workflow tab, click Done to finish setting up your template.
Creating a New Project Using the Template
Click Add New Client Gallery from the main dashboard.
Choose your template.
Now you can start working on your project with the pre-designed template!