To get started with Item Templates, first create your Template (or Templates). There are two different methods for doing this.
Create Template from Scratch
One method for creating Item Templates is to go to your settings and select "Templates" from the Workflow section. Once there, ensure you are on the "Items" tab, and then click "Add New +" to add a new template:
Your next step is to set a name for your new Template:
You can then add Items to your initial Phase:
Once you add an Item, the option to add another Item appears:
After you have the Items you want to add in your initial Phase, click "Create". This will take you to a final edit screen, where you can make changes to your items, add more items, and add additional Phases if you wish:
You can also assign Contacts, Qty/Hours, Cost prices, Billing prices, and anything else that you would be able to assign an Item on a Project. Just click in to the "Columns" section to view the Columns you wish to make changes to, the same way you would on the Items list on the Project Details page:
When you are done making changes to your Template, just close out of that final edit screen, and your Template is ready to use!
Create Template from Project
Another method for creating Templates is to create a Template based on a Project that you have made. To do this, view the Project Details page of the Project you wish to turn into a Template. Then, click the ellipsis in the top right corner of the Items section, and select "Save As Item Template":
From here, you are able to name your Item Template and then click "Submit":
You will then be able to locate your new Item Template in the Item Templates list in your settings:
Clicking on the name of the Template brings up the edit Template screen, where you can make changes to your Template:
Please see our help article "How to Add Items from Item Templates" for instructions on applying Item Templates to Projects.