Creating a New Project from a Template

In projects when you click on Create Project in the upper right of the screen, a create project screen opens and shows you all of your templates.

Compliance and Business Templates

We have included a number of expertly vetted templates for compliance and business projects. You can easily start with one of the included templates and modify it to your needs in the next steps.

Select a template and click on the Preview button at the bottom of the window. A preview will appear so you can review the content before selecting the template.

If you want to start with this template, click on the Use Template button. You will then be prompted to give your new project a name. Plus, you can select other details like privacy settings, assign the project to a location, and upload an image to give your project some character.

When you click on the Create button your new project will be generated and opened for you to start editing. All the details like the description, sections, and tasks have been prefilled based on the template you selected. Your new project is ready to use.