Project Templates

The Project Template feature in Orangescrum Cloud allows you to create new projects quickly using predefined frameworks.

Instead of building each project from scratch, simply choose a template that matches your workflow — such as Scrum, Kanban, Bug Tracking, or Content Management.

Each template comes with built-in structures like task types, statuses, workflows, and permissions — helping your team get started faster and stay consistent across projects.

Example: A marketing team can start with the “Content Management” template to plan campaigns, while a software development team can use “Scrum” for sprint-based planning.

Why Use Project Templates

  • Save setup time — start projects instantly with pre-defined structures.
  • Maintain consistency — ensure all projects follow your standard workflows.
  • Built-in best practices — each template includes optimized settings for different project types.
  • Customizable — edit or extend any template to match your organization’s needs.

Accessing Project Templates

  1. Navigate to Settings → Company Settings → Project Template.
  2. You’ll see a library of available templates categorized by workflow type.
  3. Each template card displays a title, description, and a “Create Project” button.

Available Templates

Template Name Description Ideal For
Simple Do more than just “manage” — organize, assign, and track tasks easily. General project management
Scrum Create backlog items, manage sprints, and track progress visually. Agile software teams
Kanban Visualize work progress on boards with customizable statuses. Continuous delivery teams
Bug Tracking Capture, prioritize, and resolve issues using a structured workflow. QA and testing teams
Content Management Plan and release content with review and approval steps. Marketing, editorial teams
Task Tracking A minimal To-Do–based project structure for small teams. Personal or lightweight team projects
Recruitment Manage hiring stages from job posting to onboarding. HR and recruitment teams
Procurement Track procurement from RFP to order completion. Operations and purchase departments

Each template is designed to fit specific business use cases while remaining flexible enough to customize.

Creating a New Project from a Template

  1. Choose a template that suits your workflow.
  2. Click “Create Project.”
  3. Enter your project details (name, start/end date, members, etc.).
  4. Review the predefined setup — including workflow, task types, and permissions.
  5. Click Save to launch your project instantly.

Your new project will now include all the template’s preloaded configurations — ready to go from day one

Customizing Project Templates

You can tailor existing templates or create new ones to fit your company’s unique processes.

Common customizations include:

  • Adding new task types or labels
  • Adjusting workflow statuses
  • Editing automation rules
  • Assigning role-based permissions

Tip: Use custom templates for repeating project types like client onboarding, product releases, or marketing campaigns.