Create a Project Template

some projects follow the same steps every time—like monthly financial close, payroll processing, or migration instead of setting up all the tasks every time, you can save the whole process as a project template and reuse it whenever you need why use a template? let’s say you often work on migrations the steps—like backing up data, transferring files, setting up new systems, and testing everything—are usually the same each time with a project template, you can save this set of tasks once and use it again for every new migration project this saves you time and helps keep your process consistent every time you start a migration how to create a project template go to the templates section click create template give your template a name, like “monthly financial close ” choose the project type that matches your work (close, payroll, migration) this helps organize templates and makes it easier to use later adding tasks to your template after creating the template, add the tasks you want to appear every time you use it give each task a name (e g , “verify bank transactions,” “reconcile accounts”) group tasks into sections (like “verification,” “reconciliation,” “reporting”) assign who usually does the task (optional) set priorities or deadlines if needed use recurrence if tasks repeat monthly or quarterly add tags to help find or organize tasks later