Discover how to create projects for when deals reach specific stages.

Project templates require the Service Management add-on.

1. Click Settings → Project → Project templates:
   
   
    
2.   Click Create new:
   
   
    
3. Select Project → Next step Details:
   
   
    
4. Enter the project information: 
   • Title (required)
   • Assignee (they will receive a notification)
   • Click the toggle to automatically set matching tasks to the assignee
   • Type (required)
   • Stage (required): choose from the stages of the selected type
   • Turn on All products, or select the products in Used for product(s) (required unless All products is on)
   • Create project when opportunity reaches stage: which opportunity stage creates the project (required)
   • Click the toggle to set the template as active (Template is active)
   • Click Show available tags to add dynamic tags
     
     
      
5. Click Next step Tasks  
6. Click the toggle to automatically set task due dates and then click to add a to-do or phone call:
   
   
    
7. Add a title (required) for the task and click the toggle if you want to make it recurring:
   
   
    
8. Click the toggle if you want to set the task as priority (so it appears at the top of the task list)
9. Select whether users or roles should complete the task:
   
   
    
10. Add any notes (shown to other users in your Project licence) , signature or custom field information 
11. Click Save
12. Either add further tasks or click Next step Products
13. Click Add to add products related to the order:
    
    
     
14. Give the product list a name and click Create
15.  Add the products and/or product categories and click Add product:
    
    
     
16. Repeat for every product, and then click Next step Files
17. Add any files related to the task and click Save
18. The template is saved in your list, and can be copied (to save time instead of creating a template from scratch) or deleted with the copy and trash icons on the template's row (Copy and Delete):