Templates and lifecycle

Create and use project templates

Open Area options, select Templates, then open the Projects tab.

Select Add new to create a reusable project with standard context and task templates.

From a project, open its menu and select Convert to template to reuse an established process.

Create a project from a template in either place:

1. Select Create from template from the area's project list.
2. Open a project template and select New project from template.

Read the complete templates guide to build and maintain a repeatable workflow.

Use relative dates to calculate the project window and each task deadline when Plot creates the project.

Favorite, copy, or archive a project

Open the project menu to copy its link, add it to favorites, or archive it.

Archived projects move to the area's trash. Restore an archived project from there when work resumes.