Preview environment — data may be reset without notice. Do not use for real work.

Reuse

Project templates

A template is a reusable starting point — phases, statuses, the team legend, workdays — so a new project of a familiar shape starts in one step instead of from a blank canvas.

TemplatestampProject 1Project 2✎ edit template laterno effect on existing
Stamping copies the template in at that moment. Editing the template later never reaches projects already made.

What a template carries

  • The phase outline — the structure of the work, ready to fill in.
  • The status set — your project's own statuses and which one means Done.
  • The team legend and workdays — who's on it and which days count.

Snapshot on create

Stamping a project copies the template's contents into the new project at that moment. From then on the two are independent: editing the template later never touches projects already created from it, and editing a project never changes the template. No surprise drift across everything that ever used it.

Authoring vs applying

Applying a template (creating a project from one) is available wherever templates are. Authoring — saving and editing your own workspace templates — is a Pro-and-up capability; Team and Basic can still start projects from built-in starters.

“I fixed a typo in the template — did it break old projects?”

No. Projects made before the edit keep exactly what they were stamped with. The template edit only affects projects created after it. That isolation is the whole point of snapshot-on-create.

Recap

  • Carries — phases, statuses, team legend, workdays.
  • Snapshot — copied at create; template and project are then independent.
  • Authoring — Pro+; applying / built-in starters available below it.