Field Templates

PrimeTask ships with 17 built-in field templates that drop a curated set of fields into your Space with one click. Pick a template that matches your workflow (Bug Tracking, Sales Pipeline, Project Planning, Game Development, etc.) and the relevant fields appear immediately - pre-configured with the right types, options, and entity scopes. You can also save your own field setup as a custom template to reuse across Spaces.

For the broader system, see Custom Fields Overview. To apply a template via the guided wizard with smart reuse, see Field Setup Wizard.

What you can do

How templates work

Each template is a named bundle of pre-configured field definitions - name, type, options, entity scope, currency role, etc. Applying a template adds those fields to your Space. You then customise as needed: rename, change options, adjust entity scopes.

Templates are typically applied via the Field Setup Wizard which provides:

• Smart reuse - detects existing fields with matching names and reuses them rather than duplicating
• Append mode - adds new fields without replacing your existing ones
• Replace mode - wipes existing fields and applies the template fresh
• Per-template configuration - adjust currency codes, entity scopes, and other parameters before applying

See Field Setup Wizard for the wizard flow.

The 8 built-in general templates

These templates apply across multiple entity types and aren't tied to a specific project workflow.

1. CRM Fields

For tracking sales opportunities, deal stages, and contact info on tasks, projects, and contacts.

2. Project Management

For task estimation, sprint planning, and effort tracking.

3. Bug Tracking

For software bug reports with severity, browser, OS, and reproduction info.

4. Content Creation

For content production workflows with publish dates, authors, and SEO scoring.

5. Sales Pipeline

For sales opportunity tracking with deal size, probability, and contact relationships.

6. Finance Tracking

For project financials with budget, spend, revenue, and client relationships.

7. Contact Profile

For enriching CRM contacts with phone, role, company link, lead source, and rating.

8. Company Profile

For enriching CRM companies with industry, revenue, employee count, and account tier.

The 9 project-specific templates

These templates are designed for projects - pick the one that matches what your project tracks. They're applied via the project's Fields tab and the in-project Field Setup Wizard.

1. Project Planning

General-purpose project metadata.

• Project Status, Priority, Health (all dropdowns)
• Start Date, Target End Date
• Completion (progress)
• Project Owner, Related Projects (relationship)

2. Client Management

For client-facing project work.

• Client Company, Client Contact (relationships)
• Contract Type (dropdown), Contract Value (currency)
• Billing Status (dropdown)
• Account Manager (relationship)

3. Software Development

For engineering projects with versions, environments, and tech stacks.

• Version/Release (text)
• Methodology (dropdown - Agile / Waterfall / Kanban)
• Repository URL (URL)
• Tech Stack (multi_select)
• Environment URL (URL)
• Platform (multi_select)
• Sprint Length (dropdown)
• Related Projects (relationship)

4. Marketing & Content

For marketing campaigns and content production.

• Campaign Type (dropdown)
• Target Audience (text)
• Channels (multi_select)
• Launch Date
• Ad Spend Budget (currency)
• KPI Target (text)
• Brand/Product (text)
• Campaign Owner (relationship)

5. Event Planning

For event management with venue, attendees, and logistics.

• Event Type (dropdown)
• Event Date
• Venue (text)
• Expected Attendees (number)
• Event Budget (currency)
• Registration URL (URL)
• Event Format (dropdown - In-person / Virtual / Hybrid)
• Catering Required (checkbox)
• Event Coordinator (relationship)

6. Consulting & Services

For consulting engagements with clients.

• Engagement Type (dropdown)
• Billing Model (dropdown - Fixed / Hourly / Retainer)
• Hourly Rate (currency)
• Estimated Hours (number)
• SOW/Contract URL (URL)
• Deliverables (textarea)
• Industry (dropdown)
• Client Company, Key Contact (relationships)

7. Construction & Real Estate

For physical construction projects.

• Project Type (dropdown)
• Site Address (text)
• Square Footage (number)
• Permit Status (dropdown)
• General Contractor (relationship)
• Construction Budget (currency)
• Lot/Parcel Number (text)
• Inspection Status (dropdown)

8. OKR & Goals

For OKR-driven workflows beyond the built-in goals system.

• Objective (text)
• Key Results (textarea)
• Goal Status (dropdown)
• Progress (progress)
• Time Period (dropdown - Q1 / Q2 / Q3 / Q4)
• Confidence (rating)
• Goal Owner, Related Projects (relationships)

9. Game Development

For game studios tracking dev phase, builds, and platforms.

• Game Engine (dropdown - Unity / Unreal / Custom)
• Genre (multi_select)
• Target Platforms (multi_select - iOS / Android / PC / Console)
• Development Phase (dropdown)
• Build Version (text)
• Target Release Date
• Development Budget (currency)
• Store Page URL (URL)
• Player Mode (multi_select - Single / Multi / Co-op)
• Publisher (relationship)

Custom (user-saved) templates

You can save your current field setup as a custom template and apply it to other Spaces. Useful when you've spent time configuring fields just right and want to replicate the setup.

How to save

From the Field Setup Wizard or Settings → Category Management → Fields tab, use the Save as Template action. Give it a name and description.

Where templates live

User templates are stored locally (across all Spaces) - they're not synced between devices automatically. To share with another device, export and re-import.

Apply a custom template

Custom templates appear in the same template picker as the 17 built-ins. Pick yours, configure entity scopes if needed, and apply.

Delete a custom template

From Settings, manage your saved templates and delete ones you no longer need.

Things worth knowing

Templates are starting points - not constraints

After applying a template, you can modify any field - rename, add/remove options, change entity scope, adjust visibility. The template just gives you a sensible starting set; everything is customisable.

Smart reuse prevents duplicate fields

When applying a template to a Space that already has custom fields, the Field Setup Wizard checks for fields with matching names. If found, you can reuse them (no duplicate created) or create a new one alongside. See Field Setup Wizard.

Templates apply per Space

Each Space has its own field set. Applying a template in your Work Space doesn't affect Personal Space. To replicate, save as a custom template and apply in the other Space.

Append vs replace

The wizard offers two modes:

• Append (recommended) - adds template fields to your existing ones
• Replace - wipes existing custom fields first, then applies the template (use with caution; existing field values are lost)

Templates set entity scopes intelligently

Each template sets Entity Scope for each field based on what makes sense (e.g., Sales Pipeline's Deal Size applies to tasks, projects, contacts; Contact Profile's Phone applies to contacts and companies). You can override after applying.

Templates pre-configure relationship targets

Templates that include relationship fields (Sales Pipeline → Contact, Finance Tracking → Client) pre-configure the target type. You don't have to set up the link manually.

Some templates are project-only

The 9 project-specific templates are designed for project entities. Their fields apply to projects (and sometimes related entities like clients and contractors). Use them from the in-project Fields tab. The 8 general templates work for any combination of entity types.

Common questions

Where to go next