# Templates & projects ### Templates & projects **Where to find it:** Settings → Templates **Who can access it:** Admins only Templates define the standardised ways your team runs recurring customer work. Build a template once, apply it to any customer, and every project starts from the same consistent structure. There are three template types: Project templates, Task templates, and Messaging templates. *** #### Project templates Project templates are the most used template type. They define the full structure of a recurring customer project — the tasks involved, the timeline, and how the project behaves once it's running. **What a project template contains:** Tasks — each task in the project, with a name, optional description, and snooze days (how many days after the project starts before the task becomes active). Due date — how many days the overall project should take to complete. This sets the deadline when the template is applied to a customer. Automations — triggers that fire based on project activity. For example: when all tasks in this project are completed, automatically launch the next project template. Used to chain onboarding into adoption into renewal without manual intervention. Shared Space — project templates can include Shared Space content, so when the project is applied to a customer their Shared Space is automatically populated with the relevant materials. **Common project templates:** * Onboarding — the sequence of steps from signed contract to live customer * Business Review — the preparation and follow-up tasks around a QBR * Renewal — the outreach and negotiation steps ahead of renewal date * Offboarding — the structured wind-down for a churning customer * Upgrade — the steps for moving a customer to a higher tier **To create a project template:** Go to Settings → Templates → Project templates. Click Create template, give it a name, add tasks with snooze days, set a due date, and configure any automations or Shared Space content. {% embed url="" %} **Applying a project template to a customer:** Open the customer profile, go to the Ongoing section, and select New project. Choose a template from the list. The project is created immediately with all tasks and the due date calculated from today. Project templates can also be triggered automatically via automations — for example, launching an onboarding project the moment a new customer is created. *** #### Task templates Task templates define reusable individual tasks — not full projects, but single assignments your team runs repeatedly. Common uses: sales handover tasks, annual Business Review prep, recurring check-in meeting notes. Any task your team creates more than once is a candidate for a task template. {% embed url="" %} **To create a task template:** Go to Settings → Templates → Task templates. Build the task structure once and save it. *** #### Messaging templates Messaging templates are saved message drafts your team can send from within Startdeliver — welcome emails, kick-off messages, meeting requests, and any communication you send repeatedly. Saving a message as a template means your team isn't writing the same email from scratch every time. It also keeps communication consistent across CSMs. Use messaging templates when sending from a customer profile or through an automation. → [Email](/managing-customers/sending-emails.md) **To create a messaging template:** Go to Settings → Templates → Messaging templates. Write the message, give it a name, and save. It will be available to all team members when composing messages from a customer profile. *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.startdeliver.io/platform-settings/templates-and-projects.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.