Project Templates allow you to save time by creating reusable project structures for tasks that you complete regularly. Instead of manually recreating the same projects and tasks each time, you can create a template once and copy it whenever needed.
When to Use Templates
Templates are ideal for any recurring projects, whether they're internal to your organisation or shared with connected organisations.
Peak Body Organisations: Use templates for annual governance checklists, compliance reviews, or recurring audits that require the same tasks each time. You can also share templates with your connected organisations to help standardise workflows across your network.
Connected Organisations: Use templates for seasonal event preparation, new director onboarding processes, or any repeatable workflows that involve the same required tasks.
See below for how to use templates projects:
Creating a Template Project
Navigate to Projects > Templates
Click the New Template button
Give your template a title and add any required descriptions and labels
Click Create Project
Add your tasks to the template by following this guide: Creating tasks within a project
Once all tasks are added, return to Projects > Templates to view your completed template
Your template is now saved and ready to use whenever you need it.
Using the template
Navigate to Projects > Templates and click into the template you want to use
Click Copy as New Project
Select whether the project is for internal use or connected organisations
Customise the new project:
Update the title (for example, add a client name or specific date)
Add or modify the description
Set the due date
Add any labels required
Click Create Project - you'll be redirected to the task page
Review all tasks to ensure they're correct
Click Start Project to make the project live
If you've created a connected project, follow this guide to share it: Sharing a project to connected organisations and other administrators
Your project is now active and ready to track!
Sharing Templates (Peak Body Organisations Only)
Peak Body organisations can share their templates with connected organisations, making it easy to distribute standardised workflows across their network.
To share a template:
Navigate to Projects > Templates
Find the template you want to share
Click the 3 dots next to the template
Select Share Template
A pop-up will display asking if you'd like to share this template across your connected organisations
Click Yes to confirm
Once shared, connected organisations will see the template in their Templates section and can copy it for their own internal workflows.
Important notes:
When you make changes to a shared template, the updates appear in real-time for connected organisations
Changes to the original template do not affect projects that have already been copied from the template