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.
Project templates act as blueprints that you can reuse whenever you create a new project. Instead of rebuilding everything from scratch you can use a template to create a ready to go project in seconds.
Project templates help you:
Save time on project setup
Ensure consistent review structures across teams
Standardize reviewer roles and permissions
Automatically include automations with every new project
Reduce setup errors and manual work
Marketing teams running recurring campaigns
Agencies managing similar client workflows
Product and legal teams with structured approval flows
Click on the arrow next to the "Create project" Button
Click Create template
Add folders and sections to define your structure
Create reviewer groups and assign roles
Optionally add automations to the template
Save the template
When creating a new project select this template as your starting point
Once saved, you can select this template as a starting point whenever you create a new project.
Templates are blueprints you select when creating a new project. Filestage copies all defined elements into the new project so you do not have to configure them again.
Folders and sections define how files are organized
Reviewer groups control who reviews and in which order
Roles and permissions define access levels
Automations run workflow actions automatically
Changes made to a template apply only to future projects not existing ones.
Filestage includes default templates to help you get started quickly. These are based on common review workflows and can be fully customized.
Default templates are useful if you want:
A fast starting point
A proven review structure
Minimal setup effort
Custom project templates allow you to tailor workflows to your exact needs.
They are especially helpful if you:
Run multiple project types
Have complex approval chains
Want to scale best practices across teams
What´s next? After understanding how to create and use project templates, see how to use the automations you need.
Let us know if you have any questions by reaching out to us on chat or emailing us at support@filestage.io. We're always happy to help!
