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Getting set up fast with templates

Templates are ready-made team setups for common needs, like a marketing team, a content factory, a customer support team, a documentation team, or a product development team. Applying one sets up the employees you need and their working order (workflow) all at once.

You don't actually need to know about templates. If you assign a task through the input box, the matching template gets applied automatically based on what you asked for. Pick a template from Employees > Work styles when you create one. There is no separate menu entry, since choosing it right where you build a work style is the natural place. Use it when you want to browse what team setups are possible, or set things up ahead of time.

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Getting set up fast with templates · Bosskit Help