Project Templates takes project types a step further by allowing you to setup groups and pre-assigning staff to each task. This will allow you to create new projects in few clicks and less than 30 seconds. You can create unlimited templates for each project type, so you can create templates for different project types and different staff group.
After you create a project using a templates, you can still reassign tasks or change due dates if you want to.
To see how project templates works, please watch the following short video:
Project types is how you define the project workflows, checklists, question templates, and task management. A project type would be something like Business Valuation, Personal Tax Return, Weekly Payroll, etc.
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