A guided template is a starting shape, not a cage. Everything it creates is ordinary portal content you can rename, reorder, or delete once the client's reality sets in.
Pick a template
From Portals → New portal, choose Start from template. Templates are grouped by delivery model, not industry, so pick the one that matches how you actually bill.
The guided setup
The template asks four questions and uses the answers to name pages, set due dates, and pre-fill the first invoice. Every answer stays editable afterwards.
- Answers set milestone dates from your start date and duration
- Fixed-fee answers generate a deposit and final invoice draft
- Skip any question and fill it in later
What you get
The generated portal is complete enough to share the same day: pages in a sensible order, tasks assigned to your team, and file folders ready for uploads.
Adjust it to the real job
No template survives the kickoff call intact. Strip what you don't need before the client ever sees the portal — an accurate portal beats a complete one.
- Delete pages that don't apply instead of leaving them empty
- Rename milestones to the client's language, not the template's
- Reassign tasks so the board reflects your actual team
- Fix currency and tax on the draft invoices
Save your own template
Once you've shaped a portal the way your studio works, save it as a custom template. The next client starts from your process instead of ours.
- Client names, files, and messages are never copied into a template
- Custom templates are shared across your whole team
- Update a template any time without affecting live portals