Project and portal templates

Run the same kind of project again and again? Save one as a template and start the next one with its board already in place.

Save a project as a template

  1. Open the project’s ⋮ menu, at the top of the project, on its card in Projects, or on its row in the list view
  2. Choose Save as template
  3. Give the template a name, like Brand identity package
  4. Tick Include client portal setup if you want the portal to come along too
  5. Click Save template

The template is a separate project, marked Template on your Projects board. The original project doesn’t change.

What a template keeps

  • The board’s columns and tasks, with descriptions, estimates and subtasks
  • With Include client portal setup: the portal layout, scope, milestones, deliverable placeholders and requests

New projects start with every task in To Do. Dates, assignees, comments, files and billing aren’t copied. On the portal side, client responses, approvals, attachments, dates and sharing links start empty.

Start a project from a template

  1. Go to Projects and click Add New Project
  2. Click Browse templates
  3. Choose a template, name the project and, if you like, pick a client
  4. Click Create project

The new project is its own copy. Changing the template later doesn’t change projects you’ve already made from it.

Edit or delete a template

Open a template from Projects like any other project, or click the pencil next to it in Browse templates. It’s a normal board: rename columns, add and move tasks, and changes save as you go. The next project made from it picks them up.

To delete one, click the X next to it in Browse templates and confirm. Projects already made from it stay as they are.

Templates don’t show up in your Planner or count towards your workload.

Portal templates

Portal templates are project templates saved with Include client portal setup ticked. You can use them in two places:

  • Starting a new portal: in Client Portals, click Add client portal (or Set up your first client portal), then Browse templates. Pick a template, name the project, choose the client and click Create client portal. The new project opens on its portal setup, with the milestones, scope, deliverables and requests already filled in.
  • On a project you already have: open the project’s Client Portal tab and click Apply template. This adds the portal setup only and leaves your tasks alone. It’s only offered while the project’s portal is empty and has never been shared.

Save as template also sits on a project’s Client Portal tab. For everything else in portal setup, see Share a project through the portal.

For what this looks like across MonoDesk, see Projects.

Last updated October 23, 2026

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