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76 changes: 76 additions & 0 deletions docs/templates/project-templates.mdx
Original file line number Diff line number Diff line change
@@ -0,0 +1,76 @@
---
title: Project Templates
hide_title: true
---

import Tags from '@site/src/components/Tags';

<div className="tag-wrapper">
<h1>Create projects faster with Templates</h1>
<Tags
tags={[
{ name: "Business", additionalClass: "business" }
]}
/>
</div>

Project Templates help you standardize and streamline your workflow by providing reusable structures for common project types. Instead of manually configuring similar projects from scratch, templates allow you to quickly apply predefined settings, saving time and ensuring consistency across your workspace.

Templates are perfect for teams who:

- Launch similar projects on a regular basis
- Need to maintain consistency across multiple projects
- Want to reduce setup time for new projects
- Need to ensure all projects follow team standards and best practices

## Create project template

1. Navigate to [Workspace Settings](https://docs.plane.so/core-concepts/workspaces/overview#workspace-settings).
![Create project template](https://media.docs.plane.so/templates/create-project-template.webp#center)
2. Select the **Templates** tab on the right pane.
3. Click the **Create template** button in the top-right corner.
4. Select **Project template** from the options.
5. Fill in the template details:
![Project template details](https://media.docs.plane.so/templates/project-template-details.webp#center)
- Give your template a clear, descriptive name.
- Add a description explaining when and how to use this template.
- Upload a cover image that represents the template.
- Configure project properties like visibility, lead, and dates.
- Set up optional features like **States**, **Labels**, and **Work Item Types**.
![Configure project template](https://media.docs.plane.so/templates/configure-project-template.webp#center)
- Enable or disable **Epics** based on project needs.

6. Click **Create project template** to save.

## Use project templates

Once you've created templates, you can use them whenever you create a new project.
![Use Template when creating projects](https://media.docs.plane.so/templates/use-template-projects.webp#center)

1. Click the **+** button next to Projects in the sidebar.
2. Select **Pick a project template** on the top-left corner of the modal.
3. Choose from available templates.
4. Your new project will be pre-configured with all the template settings.
5. Make any necessary adjustments to customize the project.
6. Click **Create**.

Alternatively, from the Templates settings page:
![Use template in workspace settings](https://media.docs.plane.so/templates/use-template.webp#center)

1. Find your template in the list.
2. Click the **Use template** button.
3. This will immediately open the new project creation form with all template settings pre-filled.

## Manage templates
All your templates are accessible from **Workspace Settings > Templates**.
![Manage templates](https://media.docs.plane.so/templates/manage-templates.webp#center)

From here you can:
- View all existing templates
- Create new templates
- Use existing templates
- Edit or delete templates

:::info
Work Item Templates are also available to standardize tasks within your projects. Page Templates are on our roadmap and coming soon.
:::
1 change: 1 addition & 0 deletions sidebars.ts
Original file line number Diff line number Diff line change
Expand Up @@ -80,6 +80,7 @@ const sidebars: SidebarsConfig = {
'core-concepts/projects/project-states',
'core-concepts/projects/project-overview',
'workflows-and-approvals/workflows',
'templates/project-templates',
'templates/work-item-templates',
'customers',
'intake/intake-forms',
Expand Down