Save the phases, fee split, rates, and task names you use for repeat work. Choose that template for the next project and Phased fills in the setup, ready for you to review and adjust.
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Repeat projects often use the same phases, fee split, rates, and task names. Re-entering that structure wastes time and creates small differences between jobs that should work the same way.
A template fills in the repeatable project setup. Your task library keeps the names you use while tracking work. Together they give the next project a consistent starting point without locking you into it.
Choose a template while creating a project. Phased fills in the phases, their budgets, any phase-specific rates, and the task groups assigned to each phase.
Review and edit the prefilled form before creating the project. After creation, the project is independent from the template, so later template edits cannot change it.
The template list summarises the project budget, phase structure, rates, and task groups. A project can use one price split evenly or separate amounts that add up to the total.
Each phase summary shows only values that differ from the project default. A simple project with one budget and no visible phase breakdown therefore needs no phase summary.
A task names the work recorded by a time entry. Reports can group entries by those task names, so consistent naming makes later review and reporting clearer.
Store standard names in reusable groups instead of recreating them for every project. The Default group collects new names you create while logging time.
The task picker lists the names available to the selected phase. A dot marks a task that has already been used on that phase.
When several scopes apply, the picker separates them into Global, Project, and Phase tabs: names available everywhere, on this project, or only on this phase. Search results show where each task belongs, so you can find the right name without scanning every group.
No. A template fills in the create form and then its job is done. The project keeps whatever it was created with, so you can rework a template for the next job without touching the last one. Deleting a template is safe for the same reason: the projects made from it keep every phase, budget, rate, and task group.
No. Set up a real project first, then use Save as template in the create form. Phased copies its phases, budget, rates, and task groups. You can also build a template directly from the Templates page when you need a setup you have not used before.
Templates are a Pro feature, and so are task groups. The task library itself is not: the suggestions in the picker and the names that save themselves as you type are on every plan, free included.
No, and that is deliberate. A task in Phased names what you worked on, so an entry can be filed under it and a client report can itemise it. It is not a checklist item with a state to maintain. What a task is worth is the time on it, and that lives on the calendar and the Time page.