Project Templates

Reusable project blueprints. Capture how a project is set up — visibility, enabled features, labels, extra workflow states, members — and spin up new projects that already look right, instead of configuring each one by hand.

Plan: Pro and above

What you can do

  • Create a project from one of six predefined blueprints.
  • Customize a predefined blueprint and save it as your own.
  • Snapshot an existing project into a template ("From project").
  • Build a template from scratch ("From scratch").
  • Edit and delete your own templates.

Getting started

Open the page

  1. In the workspace sidebar, click Project Templates.
  2. The page has two tabs: Predefined and My Templates.

📷 Screenshot: The Project Templates page on the Predefined tab, showing the six blueprint cards with Use and Customize buttons.

Create a project from a predefined blueprint

The Predefined tab ships with six blueprints:

BlueprintWhat it sets up
Software DevelopmentCycles, Modules, Views, Pages and Intake on; labels Bug / Feature / Enhancement / Documentation / Tech Debt; an "In Review" state.
Bug TrackingA triage-first workflow: severity labels (Critical / High / Medium / Low / Regression) plus "Triage" and "Verified" states.
Marketing CampaignContent / Design / Social / Email / Paid Ads labels, with "In Review" and "Launched" states.
Product RoadmapNow / Next / Later / Research labels, with "Proposed" and "Shipped" states.
Design ProjectUX / UI / Research / Prototype labels, with "Exploring", "In Review" and "Approved" states.
Sales PipelineLead / Qualified / Proposal / Negotiation labels, with Contacted, Demo, Won and Lost states.
  1. Click Use on the blueprint you want.
  2. Enter the project name and the identifier (the short prefix used in work-item keys, e.g. PROJ).
  3. Confirm. The project is created and configured, and you can go straight to it.

If you'd rather adjust the blueprint first, click Customize — it opens the template editor pre-loaded with that blueprint so you can tweak it and save it as your own.

Make a template from an existing project

If one of your projects is already set up the way you like:

  1. Go to the My Templates tab.
  2. Click From project.
  3. Choose the project to snapshot, give the template a name and an optional description, and save.

The snapshot captures the project's visibility, description, enabled features (Cycles, Modules, Views, Pages, Intake), its labels, its states and its members.

📷 Screenshot: The "New template from project" dialog with a project selected and a template name filled in.

Build a template from scratch

On the My Templates tab, click From scratch. The editor lets you set:

  • Template name and description.
  • Default visibility — Public or Private.
  • Enabled features — Cycles, Modules, Views, Pages, Intake.
  • Labels — add named labels with colours.
  • Extra states — additional workflow states beyond the defaults.

Save, and it appears in My Templates with Use, edit and delete actions.

What happens when you use a template

The new project is created first, with the template's visibility, description and enabled features. Then the rest is applied on top:

  • Labels — each label in the template is created in the new project.
  • States — new projects already start with the default states (Backlog, Todo, In Progress, Done, Cancelled). The template only adds states whose names aren't already there, so you don't get duplicates. This is why the blueprints above only list the extra stages.
  • Members — the members recorded in the template are added to the project as project Members. You're added automatically as the creator.

Applying labels, states and members is best-effort: if one of them can't be applied, the project is still created and you're told what was skipped, rather than the whole thing failing.

Tips

  • Snapshot your best-run project once and use it as the house standard — new teams then inherit your labels and workflow without a handover doc.
  • Keep the number of extra states small. Every state is a column people have to think about.
  • The Customize button is the fastest path to a house template: start from the closest blueprint, adjust a few labels, save.

Limits & good to know

  • A template captures structure, not content. It does not copy work items, cycles, modules, views or pages from the source project.
  • Members in a template must still be members of the workspace. Anyone who has left won't be added.
  • Creating a project requires the workspace Admin or Member role — Guests can't create projects, and so can't use templates to create one.
  • Templates are stored per workspace and shared with the workspace: your saved templates are visible to other members.
  • The predefined blueprints can't be edited in place — use Customize to create your own copy.