ConnectWise Manage: Project Templates
To locate project templates,
Navigate to the project module on the left-side navigation
Select the project template screen
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This populates a list of all existing templates available
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From this screen, you create new templates and drill into existing templates to review or make changes.
Option 1: how to apply project templates
Select the import work plan option located in the Project # pod.
Then, select the project template you would like to use
This applies the project template settings to the new project as the record is saved.
Option 2: how to apply project templates
Use the “MORE” drop-down within the Project tab or Work tab.