In practice
Agency Template Library
The Agency Template Library turns a won deal or blank project into a structured delivery plan in one step. Pick from web design, Shopify, SEO retainer, social retainer, branding, marketing campaign, video production, development, monthly maintenance, website launch, and product launch. Each template creates kanban columns and cards, milestones, deliverables, an optional retainer, recurring tasks, and the automation triggers that match how that engagement runs. Duplicate any template to build your own, or manage the library from Settings → Templates.
Empty projects slow every win down. Templates ship the structure your studio already refined, so the first sprint starts with boards, milestones, and deliverables instead of a blank board.