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

# Templates

> Create and manage project templates to streamline your workflow

## Overview

Templates in Pike help you standardize your project creation process and ensure consistency across your workspace. With project templates, you can pre-define project structures, tasks, phases, and team assignments that can be reused when creating new projects.

## Project Templates

Project templates allow you to create a blueprint for common project types in your organization. When creating a new project using a template, all pre-defined elements will be automatically created, saving time and ensuring consistency.

### Creating a Project Template

1. Navigate to `Settings` -> `Templates` -> `Project Templates`
2. Click the "Create Template" button
3. Fill in the template details:
   * Template name
   * Description
   * Default project settings
   * Tasks and phases
   * Team assignments

### Template Components

#### Basic Information

* **Template Name**: A descriptive name for the template
* **Description**: Details about when and how to use this template
* **Category**: Optional grouping for better organization

<img src="https://mintcdn.com/adjera/dywmJsK8gYHZeHxn/images/settings/templates/project-template-editing.png?fit=max&auto=format&n=dywmJsK8gYHZeHxn&q=85&s=79d3f38b731d0b70578d93654dd76443" alt="Project Template Editing" width="1486" height="860" data-path="images/settings/templates/project-template-editing.png" />

#### Tasks

You can pre-define tasks that will be automatically created when using the template:

* Task name and description
* Priority levels
* Start and due dates
* Team or individual assignments
* Associated phases
* Task dependencies

#### Phases

Create phase structures to help track project progress:

* Phase name
* Target completion date
* Associated tasks
* Dependencies

### Using Templates

1. When creating a new project, if you have templates available, you will see a dropdown to select a template.
   <img src="https://mintcdn.com/adjera/dywmJsK8gYHZeHxn/images/settings/templates/project-template-dropdown.png?fit=max&auto=format&n=dywmJsK8gYHZeHxn&q=85&s=bbb5f91721b364e05a535bb927ce2865" alt="Project Template Dropdown" width="1486" height="860" data-path="images/settings/templates/project-template-dropdown.png" />
2. Choose the desired template from the list
3. Customize any pre-filled information as needed
4. Click "Create Project"

The new project will be created with all template components, including:

* Pre-defined tasks and phases
* Team assignments
* Start and due dates
* Priority settings

<Card title="Creating a Project" icon="cube" iconType="solid" href="/project/overview">
  Learn more about projects and creating a project here.
</Card>

### Managing Templates

Templates can be managed from the Settings page:

* Edit existing templates
* Duplicate templates for variations
* Archive unused templates
* Set default templates for project types

### Best Practices

1. **Start Simple**: Begin with basic templates and expand them based on usage
2. **Regular Updates**: Review and update templates based on project learnings
3. **Standardize Naming**: Use consistent naming conventions for tasks and phases
4. **Document Usage**: Include clear descriptions of when to use each template
5. **Team Input**: Gather feedback from project managers and teams to improve templates

## Template Permissions

Access to template management is controlled by user roles:

* **Admins**: Full access to create, edit, and delete templates
* **Managers**: Can use templates

## Related Features

* [Project Management](/projects)
* [Task Management](/tasks)
* [Team Management](/teams)
* [Resource Planning](/resource-planning)