Phases in project templates now include milestones, tasks, and notes

Add all the details you need to your standard project templates to reduce repetitive planning and eliminate manual project entry.

This release builds on the recent addition of phase durations in templates and lets you add phase milestones, tasks, notes, and billable status to new or existing project templates.

🛠️ Try it out: use project templates to standardize your most frequent or recurring project types

Suppose you have a standing project template for all the website redesign projects that come across your desk. From experience, you know that every redesign has three phases (Discovery, Development, and Maintenance), with a pretty standard budget, a set of 2-3 milestones, and 5-10 tasks per phase. Now, you can amend your template to include each of the three phases above and all of the default pieces in one fell swoop. Plan, set, complete ✅

This feature is available on all pricing plans. You must be an Account owner, Admin, or Project Manager to add phase details.

Try it out: create a template & add details