# Using and Saving Templates

Templates let you bootstrap new projects with pre-configured settings, tags, and actions.

## Use a template

1. Click **Start New Project** → **Use Template** or **Browse Templates**.

2. Select a template and click **Use Template**.

3. Enter a project title and optional description, then click **Create Project**.

## Save a project as a template

1. Open the project you want to reuse as a template.

2. From the project settings, choose **Save as Template**.

3. Provide a template name and description, then save.

4. Templates created by users may be available to other team members depending on your organization’s settings.

## Troubleshooting templates

– If templates don’t appear, refresh the templates dialog or check permissions with your admin.

## Best practices

– Create templates for repeatable workflows (e.g., litigation, research, due diligence).

– Include default smart tags and a short description to guide teammates.