Choose a template and create your first project or case

Browse and preview

Open Template Library → Browse Templates. Filter by project or case, choose a category or search for your process. Preview the definition before installing it into the correct assigned business.

The library contains 200 starting points: 100 projects and 100 cases. Templates contain configuration rather than sample customer records. Review their fields and stages before using them for live work.

Create a record

1. Install the chosen starter into the business.
2. Open My Templates and choose the installed template.
3. Create a project or case with the required details.
4. Review the starter tasks and assign the appropriate people and documents.

You need access to the business, an active assigned template and permission to create work. Template authorship alone does not provide access to other people's records.

Keep existing work stable

Each record keeps its template snapshot. A later edit to the reusable template affects future work. Use the separate project and case lists and their completed or archived filters to find older records.