Create project templates to accelerate the work of your team

Templates make it easy to surface projects that have already been configured with your team’s preferred settings, and can serve as a useful starting point for newer users. Instead of repeating workflows, your entire team can leverage project templates and get up and running faster.

You can create as many templates as you need to meet the needs of all the different kinds of studies your team regularly runs.

Get started with templates from the project dashboard:

• To flag an existing project as a template, click “Mark as template” and the project will be added to the new “Team templates” section located at the top of your dashboard.

• To use a template, click the “Use template” button and the project will be duplicated—rename it to your own project title, make any adjustments necessary, and you’re well on your way to launching your study.

Who can use templates?

• Org admins and team admins have the ability to mark and unmark projects as templates, so that they can manage and maintain relevant templates for their teams.
• Researcher roles can use any template, but cannot mark or unmark projects as templates.
• Teammates cannot view templates (because they cannot create new projects), but they can view projects that have been crated from templates.

If your team is not using roles, any user can mark and unmark projects as a template. Learn more about setting up roles in our support guide.