Use Templates in a Project

A project template in Completix is a fully configured project that can be reused as a starting point for new work. Templates can include tasks, schedule, custom fields, settings, documents, and any other project configuration.

Creating a project template

To create a new project template, navigate to Site Admin, then open the Templates section. From there you can create a new template project and configure it fully, including:

• Phases, tasks, and milestones
• Custom fields and field values
• Project settings and permissions
• Attached documents or linked resources

Because a template is itself a full project, any configuration you can apply to a live project can also be set in a template.

Creating a project from a template

When creating a new project, you will be prompted to choose a starting template. Select the template that best matches your project type and Completix will pre-populate the new project with all of the template's configuration.

Within an existing project, the only component where you can switch to a different template is the Schedule. This lets you apply a new schedule structure without having to recreate the project.

1. 1Open your project and go to the Schedule view.
2. 2Click the More menu (the … icon) in the schedule toolbar.
3. 3Select Change Template from the dropdown.
4. 4The template picker will open. Browse or search your available templates, then click a template name to apply it.

Document templates work independently from project templates. When creating a new document inside a project, you can choose to start from a template rather than a blank page.

1. 1Inside your project, navigate to the Documents area.
2. 2Click + New Document and select New from Template.
3. 3The document template library opens. Browse or search available templates and click a template in the left panel to preview it on the right.
4. 4Click Use to create a new document pre-filled with the template's structure and content.