Unlimited Project Templates

Save time with unlimited project templates. Create and reuse ready-made projects which are built from your organization's current processes and best practices. Prepopulate tasks, roles, files—even work hours—so every project starts fully equipped.
WORK EFFICIENTLY

Standardize project workflows and launch faster.

  • Create and manage a library of reusable project templates
  • Ensure consistency across teams with standardized processes
  • Launch new projects with pre-configured structure and components
  • Reduce setup time while aligning to best practices
Project Template Home Screen
Add Project with Template
STRENGTHEN YOUR PROCESS

Preload tasks, resources, duration plus automation into each template.

  • Auto-fill project attributes, tasks, budgets, assignments, and forms
  • Preload documents, dependencies, and team roles into each new project
  • Schedule alerts and reminders tied to each specific template
  • Ensure consistent structure and resource planning across teams

What sets Project Insight apart from other tools?

  • Unlimited templates—no cap or restrictions, unlike many tools
  • Pre-populated with tasks, roles, budgets, forms, and documents
  • Built-in workflow automation for alerts, dependencies, and assignments
  • One-click project creation with full structure and staffing
  • Organize, tag, and update templates easily with advanced controls