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Template settings

Project Templates
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If you're unsure how to create projects by task, type, category, or department, you can use our pre-made templates or create and save your own for repetitive workflows.

1. Choose a project template
You can choose from our ready-made templates or the templates your organization/team have made.

  • Ready-made templates
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    To streamline your workflows, you can utilize department-specific templates that match your needs. Simply select the template with similar workflows to what you want to create. More project templates are coming soon to Morningmate.

  • Templates created by our own organization/team
    Kick start your new exciting project with templates that your organization/team have stored. Workflows and processes that are unique to your organization can be created and saved as templates.

2. Template details
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Choose the template you want to use and click on 'See' to preview more information about it.

3. Creating a project with a template
Edit a project description and other options, such as creating a public project and selecting permissions, and then click 'Create'. Permissions will be preselected in line with the original project they were created for.

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