> ## Documentation Index
> Fetch the complete documentation index at: https://developer.kodexa.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Project Templates Guide

> Build, deploy, and use activity-first project templates in Kodexa to create reusable workspaces for document-heavy business processes.

Project templates are blueprints for creating new Kodexa projects with predefined resources, configuration, and workspace setup. They should prepare the project boundary for a business process; Activity Plans should define the automated work that runs inside that boundary.

## What You'll Learn

This guide covers:

* When to use a project template
* Which resources belong in a template
* How templates support Activity Plans, Tasks, Data Definitions, Data Forms, and project workspaces
* How to test a template before using it in production

## Activity-First Template Model

Use this split when designing templates:

| Concern                                                                             | Where it belongs                 |
| ----------------------------------------------------------------------------------- | -------------------------------- |
| Automated work, dependencies, branches, scripts, bridge calls, LLM steps, approvals | Activity Plan                    |
| Human review setup, queue metadata, review status model                             | Task Templates and Task statuses |
| Extracted business data model                                                       | Data Definitions                 |
| Review and correction UI                                                            | Data Forms                       |
| Project-specific document storage and workspace panels                              | Project Template                 |
| Shared business knowledge and classification context                                | Knowledge Sets                   |

## Quick Example

```yaml theme={null}
slug: invoice-operations
orgSlug: acme
version: 1.0.0
name: Invoice Operations
type: projectTemplate
description: Workspace setup for AP invoice intake and review

stores:
  - slug: "${project.id}-intake"
    name: "Invoice Intake"
    description: "Upload incoming invoices here"
    storeType: DOCUMENT
    storePurpose: OPERATIONAL

taskStatuses:
  - slug: ready-for-review
    label: Ready for Review
    statusType: TODO

  - slug: complete
    label: Complete
    statusType: DONE
    locked: true

taskTemplates:
  - slug: invoice-review
    name: Invoice Review
    description: Review extracted invoice fields and resolve exceptions

dataForms:
  - ref: "acme/invoice-review-form"

taxonomies:
  - ref: "acme/invoice"

workspaces:
  - name: Review Workspace
    slug: review
    workspaceStorage:
      availablePanels:
        documentStores: true
        dataForms: true
        taxonomies: true
        exceptions: true
        auditEvents: true
```

Deploy with:

```bash theme={null}
kdx deploy invoice-operations.yaml
```

## Template Use Cases

Project templates are useful when you need to:

* Onboard a new business unit to an existing Activity Plan
* Recreate the same workspace structure for multiple customers or teams
* Standardize document stores, statuses, Data Forms, and Task Templates
* Bind a project to shared Data Definitions and Knowledge Sets
* Keep workspace configuration reviewable as source-controlled metadata

## Documentation Structure

<CardGroup cols={2}>
  <Card title="Build Project Templates" icon="hammer" href="/guides/project-templates/building-project-templates">
    Build an activity-first template step by step.
  </Card>

  <Card title="Template Structure Reference" icon="list-tree" href="/concepts/project_template_structure">
    Look up supported sections and fields.
  </Card>
</CardGroup>

## Next Steps

1. Read [Activity Plans](/guides/activity-plans/index) to understand the automated work model.
2. Use [Project Template Structure](/concepts/project_template_structure) as the field reference.
3. Build your first template with [Build Kodexa Project Templates](/guides/project-templates/building-project-templates).