Custom Templates

Build your organization's own project templates and make them available to everyone.

What They Are

Owners and Admins can build custom milestone and to-do templates for their organization. They sit alongside the five standard methods (DMAIC, Lean, Kaizen Event, PDCA, and A3 Problem Solving), so your team can start projects with the structure your organization actually uses — your phase names, your checklists, your timelines.

You'll find them at Settings, Templates.

Building a Template

You can start two ways:

• Start blank — build the whole template from scratch.
• Clone a standard method — copy DMAIC, Lean, Kaizen Event, PDCA, or A3 as a starting point, then adjust it to fit your organization.

Every template has a name, a charter type, and a description. The structure itself is:

• Milestones with day offsets — the number of days from project start that each milestone is due. When someone applies the template, real due dates are calculated from their project's start date.
• To-dos under each milestone — the checklist items for that phase.

Drag milestones and to-dos to reorder them.

Draft and Published

New templates start as drafts. Drafts are visible only to Owners and Admins on the Templates page — nobody else sees them, so you can build and refine at your own pace.

When a template is ready, publish it. Publishing requires a description, and makes the template appear in every project's template picker under Your organization. Unpublishing returns it to draft and removes it from the picker.

Edits to a published template go live on save — the next person to apply it gets the updated version.

Applying a Template

Published templates appear in the template picker on a project's Milestones/To-dos empty state, listed under Your organization alongside the standard methods.

Applied templates are copies. Once a template is applied to a project, that project owns its milestones and to-dos — later edits to the template, or even deleting it, never affect projects that already used it.

Deleting a Template

Deleted templates go to Trash, where they stay for 30 days. Restoring a template brings it back as a draft, so you can review it before publishing it again. See Trash & Recovery.