Project Templates

Templates let you create new projects with predefined workflow lanes, labels, epics, and task structures. IntuitivePM includes several built-in templates for common workflows, and you can save any existing project as a custom template for your team.

Built-in Templates

IntuitivePM ships with the following templates ready to use:

Software Sprint

A standard agile workflow for software development teams.

Includes labels for bug, feature, chore, and tech debt. Pre-configured with a two-week sprint structure.

Bug Tracking

Optimized for issue tracking and triage workflows.

Includes priority-based labels and a triage workflow. Best suited for teams that need a dedicated issue tracking board separate from feature development.

Marketing Campaign

Designed for marketing teams managing content and campaigns.

Includes labels for blog, social, email, and paid media.

Product Launch

A cross-functional template for coordinating product launches.

Includes epics for pre-launch, launch day, and post-launch activities. Useful for coordinating across engineering, marketing, and support teams.

Using a Template

To create a project from a template:

1. Click + New Project in the sidebar.
2. Select the Templates tab.
3. Browse the available templates. Built-in templates appear first, followed by any custom templates saved by your team.
4. Click a template to preview its structure, including workflow lanes, labels, and sample tasks.
5. Click Use Template.
6. Enter a project name and optional description.
7. Click Create Project.

The new project is created with all the template’s workflow lanes, labels, and task structure. You can then customize it as needed — rename lanes, add or remove labels, and delete sample tasks.

Custom Workflow Lanes

Every project in IntuitivePM supports custom workflow lanes. When you create a project from a template, you get the template’s lanes by default, but you can modify them at any time:

1. Open the project and go to Settings > General.
2. In the Workflow Lanes section, you can:
   • Add lanes — Click “Add Lane” and enter a name and color.
   • Rename lanes — Click a lane name to edit it.
   • Reorder lanes — Drag lanes to rearrange them.
   • Set colors — Each lane has a customizable color that appears on the board view.
3. Click Save to apply changes.

Lane changes take effect immediately on the board view. Tasks in renamed lanes retain their position.

Saving a Project as a Custom Template

If you have set up a project with a workflow that works well for your team, you can save it as a reusable template:

1. Open the project you want to use as a template.
2. Navigate to Settings > General.
3. Click Save as Template.
4. Enter a template name and description.
5. Choose what to include in the template:
   • Workflow lanes — Always included.
   • Labels — Include the project’s label set.
   • Epics — Include epic names and descriptions (tasks within epics are optional).
   • Sample tasks — Include existing tasks as sample items in the template.
6. Click Save Template.

The custom template is now available to all members of your company workspace when creating new projects.

Managing Saved Templates

To view, edit, or delete your custom templates:

1. Navigate to Settings > Company > Templates.
2. You see a list of all custom templates saved by your team.
3. Click a template name to view its details and preview the structure.
4. Click Edit to update the template name, description, or included items.
5. Click Delete to permanently remove a template. This does not affect projects already created from the template.

Built-in templates cannot be edited or deleted, but you can create a project from a built-in template, customize it, and save it as a new custom template.

AI Project Assist and Templates

IntuitivePM’s AI Project Assist feature can generate project structures from a text description. When you describe your project, the AI creates epics and tasks automatically. You can then save the resulting project as a custom template for future use.

To use AI Project Assist:

1. Click + New Project in the sidebar.
2. Enter a project name and a detailed description of what the project involves.
3. Click Create Project. The AI generates a recommended set of epics and tasks based on your description.
4. Review and adjust the generated structure.
5. Once satisfied, save the project as a template for your team.

This is a fast way to create domain-specific templates without manually building the structure from scratch.

Next Steps

• Learn about AI-powered project creation in the Virtual Colleagues Overview.
• Set up sprints for your projects in the Sprint Management section of the application.
• Configure custom labels and workflow lanes in Company Settings.