HOW TO SAVE A PROJECT TEMPLATE

Note: You need to be a project admin in order to save a template.

  1. Open the project you would like to save as a template

  2. Click on the gear icon in the top right corner to open the project settings

  3. Scroll down to “Template” and click on “Save template”. A pop-up window will appear.

  4. Give your template a name and select which elements you’d like to include, then click “save”.

HOW TO CREATE A PROJECT FROM A TEMPLATE

  1. Click on the plus in the top left corner or the button on the top right to create a new project

  2. Go to the “Saved templates” tab

  3. Select the desired template and click “Use template”

  4. Give your project a name, select your preferred privacy settings, and invite project members before clicking “Create project”

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