Templates Explained

Templates in Motion allow you to streamline your workflow and save time by creating reusable structures for projects and tasks. With templates, you can easily replicate common project setups and task configurations, ensuring consistency and efficiency across your workspaces.

Templates are saved under a specific workspace. If you create a template in Workspace A, you won't be able to see it in Workspace B.

Two Ways to Create a Template

  • From an existing task or project

  • From scratch

Template From an Existing Task

To create a template from a task, follow these steps:

  1. Click on "Projects & Tasks" in the top navigation bar.

  2. Select any workspace.

  3. Open the task you want to turn into a template.

  4. Click the 3 dots icon next to the “X” button.

  5. Select “Save as template”.

  6. Enter the template name.

  7. Click on “Create a template” to save it.

To use a task template:

  1. Create a new task.

  2. Click the puzzle icon in the top right corner of the task modal.

  3. Select the template you want to use from the list.

  4. The task will automatically populate with all the fields you created in the template.

Example: Repetitive Client Task

Let's say you have a task that needs to be performed each time a client is added to your portfolio. You can create a task template with all the necessary steps, instructions, and assignees. Whenever a new client is added, simply use this template to create a task with pre-filled details.

Template From an Existing Project

Creating project templates in Motion follows a similar process to task templates. Here's how:

  1. Click on "Projects & Tasks" in the top navigation bar.

  2. Select any workspace.

  3. Switch to the “Projects” view.

  4. Open the project you want to turn into a template.

  5. Click the 3 dots icon next to the “X” button.

  6. Select “Save as template”.

  7. Enter the template name.

  8. Click on “Create a template” to save it.

To use a project template:

  1. Click "Add Project" in the workspace.

  2. Click the puzzle icon in the top right corner of the Task Dialog.

  3. Choose the desired template from the list.

  4. The project will be created with all the predefined structures and tasks from the template.

Example: Marketing Campaign Project

For a person overseeing marketing campaigns, creating templates from scratch offers the advantage of tailoring templates to specific client needs and campaign nuances, ensuring a personalized and efficient workflow.

Repurposing existing tasks or projects as templates allows for quick adaptation and reuse of successful strategies, fostering consistency and saving time when initiating similar campaigns.

Template From Scratch

  1. Navigate to the Settings tab by clicking the ⚙️ icon.

  2. On the left sidebar, choose the workspace you want.

  3. Click the "Templates" tab.

  4. Click "Create a template."

  5. Specify parameters and details in the task/project modal.

  6. Provide a name for the template and save it.

🔍 To find your templates:

  1. Head to “Settings.”

  2. In the left sidebar, select any workspace.

  3. Click the Templates tab.

Using templates in Motion empowers you to standardize your workflows, increase productivity, and maintain consistency throughout your projects and tasks.

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