Templates

Overview

Templates in 5day.io help you save time and maintain consistency by reusing the structure of frequently repeated projects. Instead of recreating the same setup each time, you can save a project as a template and use it to quickly launch new projects with predefined configurations.

Templates are ideal for:

• Standardized workflows (e.g., onboarding, implementation, hiring)
• Repeatable task structures across clients or teams

Each project template can store:

• Template Name
• Template Image
• Template Description
• Optionally copy:
• Project Details
• Sections
• Tasks Details
• Subtasks Details