# Start projects, work items, and pages from templates

> How templates give new projects, work items, and pages a saved starting point, from making each kind in Templates to starting something new from it.

Lesson 2 of 12 in Plane Business · 4:06 · [Watch the lesson](https://academy.plane.so/videos/templates)

## Chapters

- [0:00](https://academy.plane.so/videos/templates?t=0) A saved starting point
- [0:27](https://academy.plane.so/videos/templates?t=27) Start projects from a template
- [1:42](https://academy.plane.so/videos/templates?t=102) Fill in work items from a template
- [2:55](https://academy.plane.so/videos/templates?t=175) Lay out pages from a template
- [3:43](https://academy.plane.so/videos/templates?t=223) Review your templates

## A saved starting point

A template in Plane is a saved starting point for a project, a work item, or a page. You set it up once and reuse it.

Each new project, bug report, or weekly page then starts with the structure your team agreed on, so nobody rebuilds it from memory. This lesson makes one template of each kind and starts something new from each.

## Start projects from a template

On Business and higher, a project template sets up every new project the same way, down to its first work items.

1. A workspace admin opens **Workspace settings**, then **Templates**, and chooses **Create template**, then **Project templates**.
2. Name the template and say when to use it.
3. Set up the project: its lead, members, visibility, dates, and the features it turns on.
4. Below that, add its states and labels, its work item types and their properties, and the work items each project needs on day one.

To start a project from it, choose the plus next to **Projects**, then **Pick a project template**. Or choose **Use template** on the **Templates** page.

The form fills in. Give the project its own name and identifier, then create it. Everything else comes from the template.

A template doesn't carry workflows, automations, or recurring work items. If you edit it later, only new projects pick up the change.

## Fill in work items from a template

Work item and page templates are on Pro and higher. A work item template starts a bug report with its fields already filled in.

It holds a title, a description, and a type with that type's properties. It can also set state, priority, assignees, and labels, and add sub-work items.

Workspace admins make them in **Workspace settings**, and project admins in a project's settings, both under **Templates**. Each one belongs to one project and one type. Each **Templates** page also shows the other level's templates, marked **Derived from workspace** or **Derived from project**.

For a bug report, pick the project and the **Bug** type, set **Severity** and **Environment**, and list the sub-work items every fix needs. Then use it:

1. In the work item form, choose the **Bug** type, then **Pick a work item template**. Its values fill the form.
2. Create the work item, and Plane adds its sub-work items too.

A work item template holds no dates, cycle, or estimate.

## Lay out pages from a template

A page template starts a page with its sections, its icon, and the pages nested under it already in place.

1. In **Templates**, choose **Create template**, then **Page templates**.
2. Name it, and write the page under **Add your template**.
3. To nest a page, type `/` and choose **Page**. A template holds up to six levels and 50 pages.

To use it, open a new, empty page in a project, the wiki, or a teamspace, and select **Choose from template** above the title. Pick the template and apply it. The page takes the template's title, icon, and content, and its child pages appear beneath it.

## Review your templates

One **Templates** page now holds all three: projects that start alike, work items filled in before anyone types, and pages with their sections and child pages.

## Try it

Open Workspace settings, then Templates, choose Create template, then Project templates, and name the template and say when to use it.

## Plans

- Pro: Work item templates and page templates
- Business: Project templates

## Docs

- [Project templates](https://docs.plane.so/templates/project-templates)
- [Work item templates](https://docs.plane.so/templates/work-item-templates)
- [Page templates](https://docs.plane.so/templates/page-templates)

## Transcript

### A saved starting point

A template in Plane is a saved starting point for a project, a work item, or a page. You set it up once and reuse it.

Each new project, bug report, or weekly page starts with the structure your team agreed on, so nobody rebuilds it from memory.

You'll make one template of each kind and start something new from each. Let's take a closer look.

### Start projects from a template

On Business and higher, a project template sets up every new project the same way, down to its first work items.

A workspace admin opens Workspace settings, then Templates, and chooses Create template, then Project templates.

Name the template and say when to use it. Then set up the project: its lead, members, visibility, dates, and the features it turns on.

Below that, add its states and labels, its work item types and their properties, and the work items each project needs on day one.

To start a project from it, choose the plus next to Projects, then Pick a project template. Or choose Use template on the Templates page.

The form fills in. Give the project its own name and identifier, then create it. Everything else comes from the template.

A template doesn't carry workflows, automations, or recurring work items. Edit it later, and only new projects pick up the change.

### Fill in work items from a template

Work item and page templates are on Pro and higher. A work item template starts a bug report with its fields already filled in.

It holds a title, a description, and a type with that type's properties. It can also set state, priority, assignees, and labels, and add sub-work items.

Workspace admins make them in Workspace settings, project admins in a project's settings, both under Templates. Each belongs to one project and one type.

Each Templates page also shows the other level's templates, marked Derived from workspace or Derived from project.

For a bug report, pick the project and the Bug type, set Severity and Environment, and list the sub-work items every fix needs.

In the work item form, choose the Bug type, then Pick a work item template. Its values fill the form.

Create the work item, and Plane adds its sub-work items too. A template holds no dates, cycle, or estimate.

### Lay out pages from a template

A page template starts a page with its sections, its icon, and the pages nested under it already in place.

In Templates, choose Create template, then Page templates. Name it, and write the page under Add your template.

To nest a page, type a slash and choose Page. A template holds up to six levels and 50 pages.

On a new, empty page in a project, the wiki, or a teamspace, select Choose from template above the title.

Pick the template and apply it. The page takes the template's title, icon, and content, and its child pages appear beneath it.

### Review your templates

One Templates page now holds all three: projects that start alike, work items filled in before anyone types, and pages with their sections and child pages.
