How to Copy a Template & Start a Project

Dashboard > Templates > Project

Copy a Template

First we'll copy a template from the Template Library to your template folder on Google Drive. 

Sign in, then from the Template Library, select Copy Template.

For this example the Business Consulting Proposal template is copied. Customize and brand as needed using Google Docs - this is your private copy of the template. 
 

• Copied templates are owned by and private to you. 

• Customize your template content and formatting around your brand.  

• See this Customize and Brand Templates KB article.

Next, we'll create a new Project based on this template. From My Templates, copy the template to My Projects. 

You’ll be prompted to name your project, add a description and select tags. The project in this example is named ‘Consulting Proposal for Smith Co.’

1. Name
2. Description. This displays on the project tile.
3. Tags. Add or edit Tags for fast sorting.
4. Default preview on Project page.
5. Save. The template is copied to the My Projects page as a project. 

See Project Page knowledge base article here

How to Get More Help

• Email support@startdeck.com
• Request a web meeting here
•