Create templates for your recurring workflows
Turn your successful campaigns into reusable templates. Launch a new project in seconds with tasks, sections, and structure already configured — without starting from a blank page.
Who it’s for
Agencies and ops teams running recurring same-type projects who lose time reconfiguring the same structure at every launch.
The problem
Every new project means recreating the same board from scratch. Statuses vary from project to project, steps are forgotten, and onboarding a new client always takes too long.
What you gain
Less setup, more execution
Every new project starts from a proven structure instead of a blank page.
Consistency for the team
Everyone follows the same steps for the same types of projects.
Continuous improvement
Templates improve with every successful new campaign — edit them over time.
Go to Templates
Sidebar → Templates → list of your templates.
Create a template
New Template → name, description → tasks and sections.
Or convert a project
Successful project → create a template → pick the items to include.
Pick the tasks
Select all / Deselect all → {count}/{total} counter.
Launch from the template
New project → With Template → template → structured project.
0s
of setup for recurring projects — With Template creates the structured project in seconds
3×
faster to launch a new project from a template vs. from a blank page
∞
templates on the Max plan — no limit on the number of standardized workflows created
A question about this use case?
We can help you adapt it to your team, your networks, or your workflow.