Using templates
Start projects from a proven structure — your own templates, the curated gallery, or one generated from a description of your process.
A template is a project structure without the project: phases, the tasks inside them, and the gate criteria that end each phase. It is how a methodology stops being something one experienced person carries around in their head.
Where templates come from
There are three ways to get one.
Templates in the sidebar lists everything your team has built. These are yours to edit, duplicate and delete.
Most teams end up with a small number — one per genuinely different kind of project, not one per project.
The template gallery ships ready-made structures for common processes — FMCG new product launch, product reformulation, and others — each with phases, tasks and real gate criteria already written.
Use one as a starting point and edit it into your language. It is much faster than a blank page, and it usually surfaces two or three gates you would have forgotten.
Describe your process in plain English and cadence. will generate a template from it: phases, tasks with priorities and estimates, and criteria for each gate.
This is the fastest route when your process exists but has never been written down. Read the result carefully before you use it — see building templates.
Using a template
Pick it at step two of the project wizard. The new project gets:
- every phase, in order, with the first started,
- every task, unassigned and not started, with the template's priorities, estimates and required skills,
- every gate criterion, all incomplete.
Deadlines are not copied — templates carry effort estimates, not dates, because a date only means something relative to a real start.
If the project has a description, cadence. rewrites each task's title and description to fit it. The structure is untouched; only the wording becomes specific.
Templates are copies, not links
A project created from a template is independent of it from that moment on. Editing the template later does not change projects already created from it, and editing a project never affects the template.
This is deliberate. A live project should not change shape because someone tidied a template, and a template should not accumulate one project's exceptions.
Plan limits
The free plan includes up to 2 templates. Pro and Enterprise are unlimited. See plans and limits.
Reading templates over the API
GET /templates returns every template with its phases and tasks, which is the straightforward way to mirror your methodology into another system. See the API reference.