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5. Create/Edit Project Template
Lucas Flobecker avatar
Written by Lucas Flobecker
Updated over a week ago

We empower you to create customized templates tailored to your specific needs. With project templates, you can organize and save your recurring projects such as onboarding, off-boarding, expansions etc. Task templates enable you to establish consistent workflows for individual assignments and messaging templates provide a convenient way to save time and communicate information effectively. Unlock the potential of customizable templates today by going to Settings > Templates in our portal!

Project templates

It's recommended to use project templates to create a standardized way of working with recurring customer projects. Examples of these could be:

  • Onboarding

  • Fix problem X

  • Upgrading

  • Off-boarding

In your project template you can:

  • Set a due date (How many days do you need to complete this project?)

  • Add tasks and snooze days (Which tasks should be done and in when should they be started)

  • Add automations (Trigger a new project to be launched based on this template)

Check out our tutorial on how to create a project template:

Task templates

With our task templates, you can effortlessly establish consistent workflows for individual assignments. These templates empower you to streamline your processes and ensure standardized execution of tasks. Whether it's sales handovers, onboarding's or CSM meetings we allow you to create customized task templates that simplify your work and increase efficiency.

A popular use case for task templates is recurring tasks, such as annual business review for example.

Let's have a look at our tutorial on how to create a task template:

Messaging templates

Messaging templates has a big impact on offering clear and efficient communication. By saving common recurring messages, like welcome emails, kick-off messages, or meeting requests, you can save valuable time and streamline your customer interactions. Creating messaging templates is a breeze—simply navigate to Settings > Templates to craft personalized and professional messages that can be easily reused. Elevate your communication game with our messaging templates today.

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