Setting Up a Template Team

If you have a standard set of milestones and tasks that you need to perform for each client, you can save time by creating a template team and then duplicating and customizing it for each new client.

To create a template team:
1. Create a new team and give it a name it (i.e., "Default Client Workflow").
2. Edit the team you just created and select the "Inactive" option and save. You want to make it inactive because the team will be used as a template so you don't want the items in it to appear in your dashboard.
3. Go to the "Milestones" section for the new team and create milestones for the team. You can assign the milestones to yourself for now.
4. Do the same for the "Tasks" section.
5. Upload common files to the "Folders" section.

Now that you have a template team, you can now duplicate it and customize it for each new client you get. When you get a new client, complete the following steps to configure your new team:
1. Select the "Duplicate" option for the team you created. Give it the name of your client and click the "Duplicate" button.
2. Invite the appropriate team members and clients to the team.
3. Go to the milestones section for the new team and select "Update due dates/reassign milestones" and reassign the milestones to the appropriate team members and assign due dates to the milestones.
4. Go to the tasks section for the new team and select "Update due dates/reassign tasks" and reassign the tasks to the appropriate team members and assign due dates to the tasks.

Instead of manually creating tasks and milestones for each new client, all you have to do is duplicate and customize your team. You can create multiple template teams if you have multiple workflows.