--- title: "Set up your project templates" description: "Learn how to create and reuse project templates to save time and keep your review workflows consistent." url: https://help.filestage.io/en/articles/9465084-set-up-your-project-templates collection: "Project Setup and Organization" updated: 2026-07-31 language: en alternates: [de, es, fr] --- # Set up your project templates Learn how to create and reuse project templates to save time and keep your review workflows consistent. _Project templates let you define your ideal project structure once. This includes sections, reviewer groups, pre-defined reviewers, reviewer group settings and automations. You can reuse this setup for every new project. To save even more time, you can set a template as your default. This ensures every new project automatically follows your workflow, it eliminates manual setup and keeps your processes consistent._ * * * > **Info:** _Project Templates are only available on_ **_Business and Enterprise plans_** _and can only be created by_ **_Admins and Managers_**_._ ## Why use project templates? Instead of rebuilding workflows from scratch, templates allow you to launch a ready-to-go project in seconds. They are especially helpful for: **Consistency:** Ensure every project follows the same review structure **Speed:** Reduce setup time for recurring marketing campaigns or client workflows **Standardization:** Pre-define reviewer groups, permissions and automated actions **Accuracy:** Minimize manual errors during the project creation phase and ensure your reviewers always have the correct permissions * * * ## How to create project templates

  1. Click on the arrow next to the Create project Button

  2. Click Create project template

  3. Create reviewer groups and assign roles

  4. Update reviewer groups settings

  5. Optional: Add automations, default reviewers and sections to your template

> **Info:** _šŸ’”Ā Tip: Set your template as default to ensure a consistent review process._ * * * ## Managing your templates You can set up and manage multiple templates to cover all your recurring review processes. Filestage includes a set of pre-defined templates to help you get started quickly. These are based on common review scenarios and can be customized to fit your needs. Pre-defined templates are particularly useful if you: - Want a quick starting point without building a setup manually - Are new to Filestage and need a proven workflow - Have similar review steps across multiple projects Alternatively, you can set up and manage multiple templates to cover all your recurring review processes. **Set a default template:** If the majority of your projects follow the same workflow, you can set one template as your default. **By default, your workspace already includes a ā€œDefault project templateā€ which you can modify or replace if needed.** This structure will be applied automatically every time you create a new project. **Custom templates for specific workflows:** You can save additional templates for other recurring processes. This gives you the flexibility to choose the right blueprint whenever you start a project that requires a different setup. > **Warning:** **_Note:_** _Changes made to a template only apply to future projects. Existing projects will not be affected._ * * * šŸ’”**WhatĀ“s next?** After understanding how to create and use project templates, see how to [**use the automations**](https://help.filestage.io/en/articles/9465083-automations.md) you need. * * * _Let us know if you have any questions by reaching out to us on chat or emailing us at_ [_support@filestage.io_](mailto:support@filestage.io)_. We're always happy to help!_ * * *