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Project Templates allow you to create standardized project configurations that can be used to quickly set up new projects. Templates capture a project’s resources, settings, and structure so they can be replicated.

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What is a Project Template?

A project template packages the configuration of an existing project into a reusable blueprint. This includes:
  • Document stores and their configurations
  • Data definitions (taxonomies)
  • Assistants and their pipeline configurations
  • Data forms
  • Scheduled jobs
  • Project options and settings

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Managing Templates

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Viewing Templates

The templates list shows all templates available to your organization, including templates from subscribed product catalogs and custom templates created from your projects.

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Creating a Template from a Project

Templates are created from existing projects. Navigate to a project’s home page and use the Create Template option to package the project’s current configuration as a template.
For detailed information on building and configuring project templates, see the Project Templates guide.