Deliverable Templates
Where to find it: Settings > Templates
Templates let you create reusable blueprints for deliverables. Instead of setting up hours, tasks, and pricing from scratch every time, you pick a template and the deliverable is pre-configured.
This page is only visible to managers (Admin and PM roles).
What a Template Includes
Each template defines the structure and default values for a type of deliverable:
| Field | What It Means |
|---|---|
| Name | The template name (e.g., “Brand Identity Package” or “Logo Design”) |
| Category | The deliverable category this template belongs to |
| Default Amount | The starting price when this template is used |
| Base Hours | The total hours estimated for this deliverable at the default price |
Task Structure
Templates also define the work breakdown — the task lists and tasks that make up the deliverable. This is where the real time savings come from.
Task Lists
A template has one or more task lists, each representing a phase or category of work (e.g., “Discovery”, “Concept Development”, “Refinement”). Each task list has a percentage of the total base hours allocated to it.
Tasks
Within each task list, individual tasks break the work into specific steps. Each task also has a percentage that determines its share of the task list’s hours.
Example
If a template has 100 base hours:
- Discovery (20% = 20 hours)
- Research (50% of Discovery = 10 hours)
- Briefing (50% of Discovery = 10 hours)
- Design (60% = 60 hours)
- Concepts (40% of Design = 24 hours)
- Revisions (35% of Design = 21 hours)
- Final Art (25% of Design = 15 hours)
- Delivery (20% = 20 hours)
- File Prep (60% of Delivery = 12 hours)
- Handoff (40% of Delivery = 8 hours)
How Proportional Scaling Works
When you use a template on a project and change the price, the hours scale proportionally. If you double the price, the hours double. If you cut the price in half, the hours shrink accordingly.
There’s a 50% minimum floor — hours won’t scale below half the template’s base hours, even if the price drops further. This prevents deliverables from getting unrealistically small hours budgets.
Example
A template with a $10,000 default amount and 80 base hours:
- At $10,000: 80 hours (1:1 with template)
- At $20,000: 160 hours (doubled)
- At $5,000: 40 hours (halved — hits the 50% floor)
- At $3,000: 40 hours (still at the floor, won’t go lower)
Creating a Template
- Click New Template
- Fill in the name, category, default amount, and base hours
- Add task lists with their percentage allocations
- Add tasks within each task list with their percentage allocations
- Make sure percentages within each level add up to 100%
- Save the template
Editing a Template
Click any template to edit it. You can change any field, add or remove task lists, and adjust percentages. Changes to a template don’t affect deliverables that were already created from it — they only apply to future uses.
Where Templates Are Used
Templates come into play when you add deliverables to a project. When creating a new deliverable, you can choose a template to pre-populate the task structure, hours, and pricing. You can then customize anything before saving.