Set Up Your Template

  • Create and view templates by clicking the link just below your "New Project"" button.

  • Add some people: Click the "Who will be invited?" link to add people to your template. These people will automatically be added to the project when it starts. These are the only people who can view and edit the template and create projects from it. You can set up client projects in your templates too!

These invitations aren't set in stone. You can remove users during the draft phase.

  • Add some stuff: Templates can contain almost everything an active project supports. This means you can add discussions, comments, to-do lists with assignments, dates, and files. Templates do not have Email-In addresses, though, so you won't be able to forward emails.

Files in your templates will count against your account limit.