While the content is being copied, you may briefly see a “Building from template…” indicator. Finally, click the "Create this project" button.įor large templates, it may take a few seconds to copy everything over. On the next screen, you'll see a link to "Use a project template." that you should click:Ĭhoose which template you want to use from the dropdown menu, name your project, add an optional description to this project. Click the "Make a new project" found right on the Home screen: Once you create your first template, you can create projects and teams from those templates. Paste the link to what you want folks to have access to then click "Add this Door." If you don't see your external service listed, that's no problem! Choose the "Other" option at the bottom of the list. You can turn them on, but we won‘t provide an email address until you create a project from the template.Īs you set up the tools in your template, you'll also see an option to open a Door to an external service:ĭoors are a fantastic way to bring everything you use into Basecamp - to make your Basecamp account a central resource. Set up links to services like Zendesk, Github, Notion, and Google Drive to name a few. That way, if you run a lot of projects that are just to-dos and messages, you can disable tools you don’t use.Įmail Forwards are a little different. You can even rename the tools and toggle them on/off. When you create a new project from this template, we’ll copy everything over so you don’t have to. This works just like other projects in Basecamp 3! Click the section you’d like to edit and add content. Once saved, you can start adding content and organizing your new project template. Like regular projects in Basecamp 3, you’ll want to name your project template and give it an optional description. You also cannot move things from an existing *project* to an existing or new *template.* Creating a new project templateĬlick the "Make a new project" button found right on the Home screen:Ĭlick the "Edit templates" link on this next page:Ĭlick the "+ New Template" card. Templates are made from scratch - you cannot create templates from an existing project. Do the same sorts of projects over and over? Save yourself time by adding frequently-used messages, to-dos, files, and more to a project template.
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