How do I create a project template?

When you need to create the same project over and over again, create a template to save yourself some time!

Click the "Make a new project" button found right on the Home page:

The "Make a new project" button highlighted on the Home screen

Then choose the "Use a template" link:

The popup window for making a new project with an arrow pointing at the "Use a template" button in the upper right corner

Then "Edit Templates": 

The popup window for using a project template with an arrow pointing at the "Edit templates" button

Choose the New Template option on this next page: 

Screenshot of the "Project Templates" page with the highlighted "New Template" option

A screenshot of the "Start a new project template" page

Like regular projects in Basecamp 4, you’ll want to name your project template and give it an optional description. You can always change this later!

Once saved, you can start adding content and organizing your new project template. This works just like other projects in Basecamp 4! Click the section you’d like to edit and add content. When you create a new project from this template, we’ll copy everything over so you don’t have to:

A project template view

You can even rename the tools and toggle them on/off. That way, if you run a lot of projects that are just to-dos and messages, you can disable tools you don’t use:

GIF showing how to change tools in a project template