Process templates
Save a standard workflow (stages, tasks, durations) and start a new project from that template, as is or adapted by AI.
A process template is the standard workflow for a service the agency delivers often: an SEO audit, an Ads campaign setup, a redesign… It contains stages, and in each stage tasks with their duration and priority. Instead of starting from scratch, you start a new project from the template.
Templates live in Modèles de process (Process templates) in the sidebar. They are sorted by catégorie (category); those without one are under Sans catégorie (Uncategorized).
Create a template
Click Nouveau modèle (New template).
Fill in the Nom (Name), the Catégorie (Category) and a Description.
Build the Étapes (Stages): + Étape (+ Stage) to add one, then + Tâche (+ Task) to add tasks to it, each with its title, its Durée (Duration) and its priority. Monter (Move up) changes the order, Retirer (Remove) deletes.
Click Enregistrer (Save).
Start from a past project
The quickest way is often to turn a successful project into a template. Under Partir d'un projet déjà mené : (Start from a past project:), choose the project, then click Créer le modèle (Create the template): its stages and tasks are copied over. All that's left is to clean up anything specific to the client.
Durations are written the same way as everywhere else in the app: 30 min,
2 h, 1,5 j. See Durations.
Start a project from a template
Open the client's (or internal tool's) space, go to the Projets (Projects) tab and click Nouveau projet (New project).
Choose Depuis un modèle de process (From a process template), then, on the template you want:
- Utiliser tel quel (Use as is): the project takes exactly the template's stages and tasks. The tasks are assigned to you; reassign them afterwards;
- Adapter avec l'IA (Adapt with AI): the brief is prefilled with the template, and the AI tailors it to the client (dates, task details, members).
Review the preview, then click Valider la roadmap (Confirm the roadmap).
Edit or delete a template
On a template's card, Modifier (Edit) opens the editor and Supprimer (Delete) removes it. Editing or deleting a template does not change projects already created from it.
With the MCP server, you can also ask Claude to list your templates, save one, or start a project from a template.