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The user wants the ability to create project templates (e.g., for "Project A") that can be automatically recurring for a client (e.g., Client 1 every month) and also applied to different clients (e.g., Customer 2).
Does insightly allow for project templates for recording projects? For instance, if Client 1 typically has Project A every month, could I make a Project A template that automatically recurs? If Customer 2 also needs Project A, could I simply apply the Project A template to Customer B?