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Create Project using Template

Create Project using Template

Nov 3, 2025

Nov 3, 2025

2 min read

2 min read

How to create a Project from a Template in Buildmate

How to create a Project from a Template in Buildmate

Connect a new project to an existing workflow using a template in Buildmate to manage it alongside your other construction jobs. Once created, you get a full list of pre-built tasks, ensuring consistency and accelerated setup time — all in one place.

1. Start a New Project

1. Start a New Project

  • Go to Project on the left sidebar.

  • Select "Create new project".

2. Select Your Template

2. Select Your Template

  • In the project creation modal, check the "Use template" box.

  • From the available dropdown menu, choose the template that aligns with your new project.

3. Define Project Details and Submit

3. Define Project Details and Submit

  • Enter the required Project Title and Description.

  • Click "Submit".

4. Ready to roll

4. Ready to roll

  • You will be redirected to the Projects dashboard. Open the newly created project from the list.

  • Select the "Tasks" tab at the top of the project page.

  • The system has automatically populated the project with the entire list of pre-built tasks from your selected template.

Now your project is connected, and you and your team can start assigning and tracking the pre-set tasks immediately.

Take control of your project management with powerful tools for scheduling, tracking, and reporting.

Empowering small construction businesses with smart project management solutions.

2025 © Buildmate. All rights reserved.

Take control of your project management with powerful tools for scheduling, tracking, and reporting.

Empowering small construction businesses with smart project management solutions.

2025 © Buildmate. All rights reserved.

Take control of your project management with powerful tools for scheduling, tracking, and reporting.

Empowering small construction businesses with smart project management solutions.

2025 © Buildmate. All rights reserved.