ActionPlan templates

ActionPlan templates capture the actions, checklists and cost-area groupings that make up a recurring deliverable — then apply them to any job in a couple of clicks.

When to use a template

• You deliver the same kind of engagement repeatedly.
• You want juniors to start with a proven structure.
• You want reporting comparable across similar jobs.

Create a template

1. Go to Planning → ActionPlan → Templates.
2. Click New template and name it.
3. Add template actions — title, default assignee role, priority, estimated minutes, day offset from job start for the due date.
4. Optionally add checklist steps under an action.
5. Group actions into cost area groups.
6. Save and activate — only active templates appear in the picker.

Apply to a job

1. Open the job's ActionPlan tab.
2. Click Apply template, choose the template, confirm start date.
3. Actions are created with offset due dates and assignees resolved from role mapping.

Manage templates

• Duplicate to start a new template from an existing one.
• Deactivate to hide without deleting history.
• Templates are versioned; applied jobs keep the version they were created from.