No need to create a new project from scratch each time you confirm a deal with a customer. Instead, create numerous project templates based on your business model with data prefilled, and just pick a suitable one whenever needed.
Note! Project templates are available with Scoro Work Hub and Business Hub plans.
To create new templates, go to the Projects list and click on the button Project templates.
Then click on + New.
Just fill in all the data you want to be prefilled when using this template in the future. Add a name for the template, select an option for the start date (for example 7 days after creating the project), estimated duration and so on.
In addition, you can add different Phases and Milestones to the project template.
When adding a new project, just pick a suitable template from the dropdown menu.
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