To add a new project template:
- Go to: Settings > Templates > Projects.
- Click the 'Add' button in the top right of the page.
- The template name is used to identify which template to use when applying the template. For example, you might have standard processes for projects over $1M AUD.
- Select a project type. The project type is used as an identifier when applying the template. For example, the resources you have working on a project may differ between a landscaping and hospital project.