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Customizing Your Project Templates

Project Templates give you the opportunity to create completely custom planning templates for all of the different types of projects that you work on. Each project template is made up of a combination of checklist, budget and planning categories that all work together.

Each template starts off with our default checklist, budget and planning categories that you can customize to suit your needs and honor the workflow or planning process that is your own. You can dive in and completely make it your own, whether it’s just making a few tweaks to our existing templates or deleting what we’ve got and starting fresh from scratch.

We’ve found that once you’ve personalized your planning checklist and budget to honor the planning process you already have in place, you’ll have a much easier time transitioning your planning into Aisle Planner. Once you’ve created your project templates, you’ll be able to use them to create new projects!  Meghan and Christina walk you through customizing your first project template in this tutorial.

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