Project Template
The project template holds default configurations that are automatically applied to new projects. Save time by configuring your preferences once instead of setting them up for each project.
How the Template Works
When you create a new project:
- The template's settings are stamped onto the new project
- The project starts with all your configured defaults
- You can override any setting at the project level
Changing the template only affects new projects. Existing projects keep their current settings.
What You Can Configure
The template mirrors the project settings structure, so you learn it once:
Access
Set default widget access configuration:
- Parameter-based activation
- Authentication requirements
- Client access mode (Open, Request Access, Invite Only)
Learn more about Access settings
Workflow
Set default statuses and tags for organizing comments:
- Enabled statuses and role visibility
- Comment tags
Notifications
Configure default email notification preferences:
- New comment notifications
- Reply notifications
- Status change notifications
Learn more about Notifications
Widget
Configure how the widget looks and behaves, split into three tabs:
- Appearance - Primary color, background colors, modal alignment (Theme)
- Features - Drawing annotations, screenshots, file uploads, metadata collection, tutorial (Functionalities)
- Language - Custom labels and translations (Localization)
Integrations
Configure default integrations:
- Slack
- Trello
- Webhooks
Advanced
Advanced default options for new projects.
Accessing the Project Template
- In the workspace sidebar (outside a project), click Project template
- Choose the setting section to configure
- Save your changes
The project template is only visible to workspace admins.
Overriding Defaults
To customize settings for a specific project:
- Go to your project
- Open the relevant settings page
- Make your changes
- Save
Project-level settings always override defaults.