# Project templates

> Save one project's groups, rules, alert rules and reports as a template, then apply it to new or existing projects.

Page: https://serplyze.com/docs/project-templates

A project template is a copy of one project's setup, saved as data. Use it when you set up many sites the same way: build the setup once, then apply it to a new project or to many existing ones.

## What a template stores

| Part | Stored | Left out |
| --- | --- | --- |
| Keyword groups and rules | Folders, manual groups and rule groups with their rules, nested as in the source project | The keywords in manual groups. Keywords belong to one site, so manual groups arrive empty |
| Page groups | Their URL path rules | Pinned URLs, because they are full addresses of the source site |
| Alert rules | Rules on groups and rules on the whole project | Rules on single keywords |
| Reports | Layout, sections, schedule and internal recipients | Client recipients |
| Brand terms, language and country | All three | Nothing |

One template holds up to 500 groups, 100 page groups, 50 alert rules and 20 reports. A workspace keeps up to 100 templates.

## Create a template from a project

1. Open **Settings** and choose **Agency**.
2. Check that the project you want to copy is the selected project. To save another project's setup, switch the project in the header.
3. In the **Project templates** card, click the button that reads **Save**, the project's domain, **as template**.
4. Enter a **Template name** of up to 80 characters and click **Save template**.

The template appears in the list with a summary of what it holds and the project it came from. Later changes to the source project do not change the template; save a new one to capture them.

## Apply while adding a project

- **One project**: while adding a project, pick a template under **Start from a template**. The template's brand terms, language and country fill the form, and you can still edit them. Its groups, rules, alert rules and reports are added when the project is created.
- **Several sites at once**: in the multi-site setup, pick a template under **Template for every site**. It is added to every new project.

Both menus appear only when the workspace has at least one template and the add-on is active.

## Apply to existing projects

1. Open **Settings**, **Agency** and click **Apply** on the template.
2. Under **What to apply**, tick the parts: **Keyword groups and rules**, **Page groups**, **Alert rules**, **Reports**, **Brand terms, language and country**.
3. Under **Projects**, tick the target projects, or **All projects**.
4. Click **Apply to N projects**.

One apply can target up to 200 projects. The result line says how many projects it was applied to and what was added.

## What happens with existing items

Applying adds what a project does not have yet. Applying the same template twice adds nothing new.

- A group, page group or report with the same name is kept as it is. For groups, the name is compared at the same level of the tree.
- An identical alert rule is not added a second time.
- Brand terms are added to the project's own.
- Language and country are set to the template's values when the template has them. This is the one part that replaces what the project had; untick **Brand terms, language and country** to leave them alone.
- Reports arrive with the template's internal recipients. A report without recipients starts paused until you add some.
- The project's own limits still apply, for example the number of page groups and alert rules per project.

## Copy one report to many projects

1. Open **Settings**, **Agency** with the source project selected.
2. In the **Copy a report** card, click **Copy a report**.
3. Pick the **Report**, tick the target **Projects** and click **Copy to N projects**.

- The copy carries the layout, sections, schedule, logo and your internal recipients.
- Group filters follow groups with the same name in each target project. A section limited to a page group falls back to all pages.
- Client recipients are not copied, so a copy without recipients starts paused.
- A project that already has a report with that name is skipped.

## Delete a template

Click **Delete** on the template and confirm. Projects it was applied to keep everything they got from it.

## Requirements

- The Agency add-on on a paid plan.
- Owner or admin role, to save, apply, copy and delete.
- Templates are internal: clients never see them, and the **Agency** settings are locked in [meeting mode](https://serplyze.com/docs/meeting-mode.md).

> **Plan:** Project templates and copying a report to many projects come with the Agency add-on. See [pricing](https://serplyze.com/pricing).

> **Note:** Report templates are a different thing: they store one report's layout for reuse and are saved from the report builder with **Save as template**. See [Reports](https://serplyze.com/docs/reports.md).

## Read next

- [Projects and workspaces](https://serplyze.com/docs/projects.md): How projects map to Search Console properties, the settings of a project, adding several sites at once, and deleting a project.
- [Keyword groups](https://serplyze.com/docs/keyword-groups.md): Folders, manual groups, rule-based groups and AI grouping: how they work and every rule field and operator.
- [Alerts](https://serplyze.com/docs/alerts.md): The built-in checks and their thresholds, your own alert rules, where alerts appear, and the alert and weekly emails.
- [Reports](https://serplyze.com/docs/reports.md): Build a report for a project, schedule it by email, share it with a read-only link and save it as a PDF.