Create templates for projects for service-related workflows.

1. Click Settings → Project → Project templates:
   
   
   
   
2.   Click Create new:
   
   
   
   
3. Select service
4. Click Next step Details
5. Enter the service details: 
   • Title (required)
   • Assignee (they will receive a notification)
   • Click the toggle to automatically set matching tasks to the assignee
   • Type (required)
   • Which product/s should be used for the template
   • Which opportunity stage to create the service (required)
   • Click the toggle to set the template as active
   • Click Show available tags to add dynamic tags
     
     
     
     
6. Click Next step Tasks
7. Click to add a to-do or phone call:
   
   
   
   
8. Add a title (required) for the task, and click the toggle if you want to set the task as priority (so it appears at the top of the task list)
9. Add any notes (shown to other users in your Project licence) or a signature:
   
   
   
   
10. Click Save
11. Either add further tasks or click Next step Products
12. Click Add to add products related to the order:
    
    
    
    
13. Give the product list a name and click Create
14. Add the products and/or product categories and click Add product:
    
    
    
    
15. Repeat for every product, and then click Next step Files
16. Add any files related to the task and click Save
17. The template is saved in your list, and can be copied (to save time instead of creating a template from scratch) or deleted by hovering over the edit and hover icons: