The templates section is where you can create some templates and set default permissions for your new projects.

Welcome email Template
When you add a new user to your Teamwork site you send them a welcome email. Customise the message your new users receive.



Task Templates
Create templates for the task lists that you use repeatedly. You can create and edit them just like ordinary task-lists. Then when needed you can insert them into any project as often as you wish.


Default Task Lists
You can create default task lists which will be added as an empty task list in any new projects.




Default categories
You can create default categories which will appear in the following sections in any new projects you create.

  1. Messages 
  2. Files
  3. Notebooks
  4. Links

Default Board Columns
You can set default board columns when creating a new project. 
You must be an administrator for these columns to be populated in your new project.





Default Projects
You can set the default projects which new users will be added to automatically.




New User on a Project
Each user has a set of project permissions on any projects they are part of. You can set default permissions for Owner company user or client company users. These permissions will apply by default to any new users you add to a project.