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πŸš€ Can I save a project as a template?
πŸš€ Can I save a project as a template?
Vandini Nirwan avatar
Written by Vandini Nirwan
Updated over a week ago

Yes. You can save your projects as a template by using the Projects tab. This will eliminate the need for you to spend additional time setting up your new projects with the same information you have used on previous projects.


Why Is This Important?

Having the ability to save your projects as templates can offer numerous advantages for you and your teams.

  • Saving your projects as a template will speed up the process of creating new ones in the future by reducing the time it takes to create new ones from scratch.

  • Using a similar template will help you streamline your workflow and help you maintain consistency across projects.

  • Saving your projects as a template will enable you to replicate specifications and rates across projects which are usually elements of a job that take time to set up when doing it from scratch.

  • Saving projects as templates will help improve productivity, consistency, and efficiency for every team member.


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