WaymarqPlanning the work
Project templates
Save a project's shape once — your stages, the work inside them and how long each piece takes — and start the next job from it.
If you run the same kind of job more than once — the same stages, the same rounds of amends, the same "send the invoice" at the end — you should only have to type it out once.
A template is a saved project shape: your stages, the work inside them, and how long each piece takes in working days. Start a new project from it, give it a start date, and the whole plan is created and dated for you.
Saving one
Plan a project properly — the stages and the tasks in the order you actually work — then, on its Phases & tasks page, press Save as template.
What gets saved: your stages, the tasks inside them, how long each task takes in working days, which tasks wait on the client, and any priorities or estimates you set.
What doesn't: dates, the client, progress, logged time, files and comments. Those belong to the job you captured it from, not to the next one — a template you can safely reuse is one that brings nothing of the last client with it.
A stage that has no tasks in it is left out, so a backlog phase doesn't turn into an empty stage on every project you make afterwards.
Using one
On New project, choose Use one of my templates. You'll see what you're about to get — the stages, the first few tasks in each, and the total working days — then pick a start date.
Work is laid out one piece at a time from that date: each task starts the working day after the one before it finishes, skipping weekends and your holidays. Nothing is set in stone — drag anything that needs to move, and the usual offer to shift what follows applies.
Keeping your stages but letting AI write the tasks
Sometimes the stages are always the same and the work inside them changes with the job. Tick Keep my stages, let AI write the tasks and add a brief: your template's stages are created as they are, the brief is read against them, and AI proposes the tasks inside each one. You review the proposal and trigger the writing yourself, exactly as you would after an AI-drafted plan — nothing is written until you say so.
This needs a brief to work from. Without one there is nothing for AI to read, so the option stays switched off.
Use the plain template when the tasks repeat too. Use this when only the shape does.
Managing them
Organisation settings → Templates lists everything you've saved, with what each one contains. Rename, re-describe or delete them there. Deleting a template never touches projects already created from it.