What this operation supports in Basecamp 3
Creates a reusable project template, capturing a starting structure (like a standard set of to-do lists) that new projects can be created from.
Execution flow and processing
A template is a snapshot at the time it's created -- projects made from it later get their own independent copy of that structure, so editing the template afterward doesn't retroactively change projects already created from it.
Implementation details
Building a template around the small number of genuinely repeatable project types (like a standard client onboarding) keeps the template list itself easy to choose from.
Use cases
Standardize new project setups with a reusable template.
- Define a baseline project structure for new clients.
- Share templates across teams for consistency.
- Export project skeletons for onboarding kits.
- Automate template updates from policy changes.