A project template is a saved blueprint — a project shape with default tasks already filled in. When the same kind of project comes up repeatedly (onboardings, renewals, install jobs), build it as a template once and apply it every time.
What you can do here
- Create a template with a name, description, and a list of default tasks. Each default task can carry an optional relative due date (e.g. due 7 days after project start) so dates auto-populate when the template is applied.
- Edit a template to keep it current.
- Duplicate a template as a starting point for a similar one.
- Apply a template to create a new project. Vertiqa creates the project and fills in every default task in one step.
- Deactivate a template that's no longer in use without deleting it.
What's on each card
- Template name and description.
- Task count and a preview of the first few default tasks.
- Usage count — how often it's been applied. Useful for spotting which templates earn their keep.
- Action menu: edit, duplicate, delete, apply.
Tips
- Keep templates lean. Anything that's optional belongs in instructions, not as a default task — applying the template should produce a project that's ready to start.
- Use relative due dates rather than fixed ones. They flex with the start date of the actual project.
- Review usage counts quarterly. Templates with zero recent use are candidates to retire.