Default Project Tasks
Manage predefined projects and their default tasks — templates that can be assigned to companies.
Managing Default Projects
The Default Project Tasks page displays a library of platform-wide template projects, each with a set of predefined tasks. When a company creates a new project, they can use one of these templates to instantly populate tasks, saving time and ensuring consistency.
The Default Projects & Tasks Table
| Column | What it shows |
|---|---|
| # | The row number in the list |
| Project Name | The name of the template project (e.g. "HR Onboarding", "Customer Support", "Product Development") |
| Tasks | A list of the default tasks included in this project template, displayed as checkmarks with task descriptions |
| Tasks Count | A blue badge showing how many tasks are defined for this project (e.g. 2, 3) |
| Actions | A button to view, edit, or manage this project template — for example, to add or remove tasks, or change the project description |
Using Project Templates
- When a company admin creates a new project, they see an option to use a default template from this list
- Selecting a template automatically creates the project with all its predefined tasks
- Companies can customize the tasks after creation — templates are just a starting point
Adding a New Project Template
Click + Add New Project in the top-right to create a new default project template.
Enter the Project Name
Give the template a clear, descriptive name so companies know what this project is for.
Add Tasks
Define the tasks that should be included in this template. Each task becomes a checklist item when the project is created by a company.
Save the Template
Once the project name and tasks are defined, save the template and it becomes available to all companies on the platform.