In the Companiondesktop app, you can create and edit personal project templates to define the phases and the tools and forms to use in each phase. You cannot create personal templates in a Companion subscription.
In the desktop app, choose File > New.
Choose Project to create a new template, or choose an existing template to edit.
In the Roadmap, you can add phases.For example, you might create an IDEAL project template that has the following phases: Initiate, Diagnose, Establish, Act, and Learn.
To the phases, you can add, forms, tools, and folders. You can delete, move, or rename phases, forms, tools, and folders as necessary.
After you complete the template, choose File > Save As Template > Save As Project Template.