Templates and template library

Templates let you save any project, task board, invoice, proposal, contract, form, scheduler, wiki, or dashboard as a reusable starting point.

Creating and managing templates

Any item can be saved as a template from its settings or actions menu. The save action captures the entity's current structure, content, and configuration...

How to set up a project template

A project template captures the full structure of a project so it can be reused every time. Instead of rebuilding task groups, tasks, assignees, and due...

Public template sharing

Templates from your workspace can be shared publicly in the community template library, making them available for other Plutio workspaces to browse,...

Template library (community)

The template library is a collection of community-shared templates browsable directly from your workspace.

Templates overview

Instead of rebuilding the same project structure, invoice layout, or proposal design from scratch each time, templates capture the full configuration of...

Using templates

Templates turn creating a new project, invoice, proposal, contract, form, wiki, custom page, automation, or booking page into a pre-filled...