Scheduled templates offer a convenient way to create projects for automatic generation. You can schedule the template for a one-time creation on a specific date and time or to have it recur at regular intervals (e.g., every day at 8:00 AM).

💡 Note: Visit 🎨 Create & Use Templates to learn more about templates.

⚙️ Schedule a Template

  1. Open a workspace or folder.
  2. Navigate to the Templates tab at the top.
  3. Click the 🗓️ Schedule button underneath the template you want to schedule.
  4. Choose the frequency and time.
  5. Click Schedule to confirm the changes.



👍 What Are the Benefits?

Scheduled templates have several powerful advantages:

  1. Time-saving: Instead of setting up recurring projects from scratch, you can automate project creation and dedicate more time to completing tasks and achieving project goals.

  2. Consistency: Scheduled templates allow you to standardize the way you approach each new project and effectively reduce the risk of errors and inconsistencies.

  3. Task delegation: When you create a project using a template, tasks can be automatically assigned to your team members, eliminating the need for manual task delegation.

  4. Improved planning: Scheduling projects in advance allows you to plan ahead, set the stage for your team, and allocate resources appropriately.


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