Please see our article "How to Create Item Templates" for getting started with Item Templates.
To add Items from a Template to a Project, you can either do so during the Project creation process, or after a Project has been created.
Adding Item Templates to a New Project
To add Items from an Item Template during the Project creation process, click "Load Template" on the Create Project screen:
This will provide you with a menu of your existing Projects, from which you can select the Item Template that that you wish to use (here they are labelled as "Phase Templates"):
After you've selected the Template you wish to use, click "create" and your Project will be created with all of the Items in the Item Template.
Adding Item Templates to an Existing Project
If you wish to add an Item Template to an existing Project, navigate to the Items section of that Project, click the ellipsis in the right hand corner, and select "Add From Template":
This will provide you with a selector screen from which you can select the Template you wish to use:
After you've selected a Template, you will be asked to select a Phase that is already on the Project that you wish to copy these Items to:
If you select a Phase, then the Items will be added to that Phase. If you do not select a Phase, then the Item Template will respect the Phases that you've added to that Template, and add both the Phases and the Items in them to the Project.
Example A, a Phase was selected so the Items were added to that Phase:
Example B, no Phase was selected, so the Phases from the Item Template were added to the Project:
Adding Items from an Item Template to a Quote or Invoice
You can add Items from an Item Template to an existing Quote or Invoice the same way you would an existing Project:
Click the ellipsis in the top right corner of the Items section, then select "Add From Template:
Select the Template you wish to use:
Elect whether to add the Items to an existing Phase or follow the Phase structure on the Template, and click "Add":
