Project Templates

A Project Template is a reusable project blueprint. Templates store everything a finished project would have — lists, cards, descriptions, files, tab configuration, default users — so the next time you start the same engagement, you spin it up in seconds.

What Templates Do

When you create a new project from a template, ClientCove copies:

• All lists (with names and order)
• All cards (with titles, descriptions, checklists, tags, members)
• The Overview tab description and project files
• The tab configuration (which tabs are enabled and in what order)
• Default per-card metadata

It does not copy:

• The activity log (the new project starts fresh)
• Comments on cards
• File-level transfers
• Real user assignments (you set client and lead at creation)

Viewing the Templates Library

1. From the Projects index, click Templates in the top-right toolbar (admin/editor only)
2. The page header changes to Project Templates
3. The breadcrumb updates to Home → Project Templates
4. Templates list in a table with columns: Name, Category, Date Created, Last Modified, Actions

To return to projects, click the Back to Projects button.

Creating a Template

Two ways: from scratch on the templates page, or from an existing project (see next section).

From scratch

1. Open the Templates view
2. Click Create Template
3. The Create modal opens (similar to Create Project, but without the client picker)
4. Name the template, pick a category, save
5. You land in the template's workspace — build out lists, cards, descriptions, attach files

The template's tab configuration mirrors the default — you can adjust it the same way as a regular project (see Managing Projects).

From an Existing Project

The fastest way to make a template is from a project that already exists.

1. Open any project workspace
2. Toolbar three-dot menu → Make Template
3. The Project Settings modal opens
4. Enter a Template Name (the original project's title is suggested)
5. Click Save Template

ClientCove creates a new project-template post that mirrors the project's lists, cards, descriptions, files, and tab configuration. The original project is untouched.

Editing a Template

Templates open in the same workspace as projects. Every editing capability — adding lists, cards, descriptions, files — works identically. Toolbar actions:

• Edit Title (inline)
• Three-dot menu → Edit, Make Template (cloning), View Activity Log

Cloning a Template

When you want a variation of an existing template (e.g. "Onboarding — Pro tier" derived from "Onboarding — Standard"):

1. From the Templates table, hover the template's row
2. Click the Clone action (files icon, info color)
3. ClientCove duplicates the template with " (Copy)" suffix
4. A success toast confirms

Template Categories

Templates have their own taxonomy (project-template-category) — separate from project categories.

• Manage Template Categories from the gear icon at the top of the left sidebar (admin/editor only)
• Add, rename, delete category terms
• Filter the table by clicking a category in the sidebar
• Counts update automatically

Using a Template

In the Create Project modal, pick Use Template and choose from the dropdown. See Creating a Project.

The new project copies the template's contents at creation time. Subsequent changes to the template do not propagate to projects already created from it.

Archive & Restore

When a template is no longer in active use:

Archive

• From the Templates table, click the Archive action on the template's row
• The template moves to the archived view

View archived templates

• In the sidebar, click View Archived while on the Templates view

Restore / Permanent delete

• In the archived templates view, select templates and use the bulk actions toolbar:
  • Restore Selected — returns them to the active library
  • Permanently Delete (admins only) — removes the template entirely

Archived templates do not appear in the Use Template dropdown when creating new projects.