Project Templates in Property Meld streamline your workflows by allowing you to pre-build repeatable sets of Melds. Whether you're prepping for a move-out, renovation, or preventative maintenance cycle, templates help you save time, maintain consistency, and reduce oversight.
This article walks you through:
Understanding Project Templates and Meld Templates
Creating and editing templates
Using templates to quickly create Projects
Creating ad hoc Projects from scratch
What’s a Project Template?
A Project Template is a pre-configured collection of Meld Templates—each with pre-filled descriptions, priorities, tags, and other setup info.
Use templates for repeatable workflows like:
Turnovers
Make-readies
Recurring inspections
Renovations
📝 Note: You can have multiple Project Templates and select the right one based on property type, region, or workflow complexity.
Creating or Editing a Project Template
Step 1
Click the Projects in the left-hand nav, then select Templates
Step 2
Click Add Template or select an existing template to edit
Step 3
Give your template a name and optional description
For each Project Template, define:
Name
- Type
- Duration
Description (optional)
Creating a Project Using a Template
Step 1
Click the Projects in the left-hand nav, then select Templates
Step 2
Click Create Project next to the existing Project Template
Step 3
Complete any missing required fields, then click Create.
Step 4
Review the list of automatically generated Melds
Each one will be created with the details you pre-configured
Edit any Melds before submitting, if needed
Note: After creation, the Project will include all configured Melds and can be edited like any other Project.
Creating a Project Without a Template (Ad Hoc)
Need to build something unique? You can create a Project from scratch:
Step 1
From the Projects tab, click Add Project
Step 2
Skip the Template selection and directly:
Choose Unit or Property
- Search and Enter Unit/Property
- Enter Name of Project
- Choose Type
- Enter Start Date and Due Date
- Assign Coordinator
- Target Duration
Add Description (optional)
Step 3
After you have clicked Create from above screen, then go to the Meld List tab and click Add Meld to manually create new Melds and tie them to the Project.
You can also click Add Existing Meld to associate an existing Meld with the Project.
Existing Melds must be associated with the same unit or property as the Project. Meld status does not determine whether a Meld can be added. This means Completed, Manager canceled, Vendor could not complete, and other closed Melds can still be added, provided they are not already associated with another Project.
When viewing the list of existing Melds:
- Selectable: The Meld is not currently associated with a Project and can be added.
- Greyed out or disabled: The Meld is already associated with another Project and cannot be selected.
- Pre-checked and locked: The Meld is already associated with the current Project.
Note: You can also add existing Melds to the Project. A Meld can belong to only one Project at a time, so what you can add is based on Project membership, not the Meld's status. Any Meld on the same unit/property is eligible regardless of its status (even a Completed Meld can be added), as long as it isn't already part of another Project.
Template Best Practices
Name clearly: Use titles like "Turnover – Single Family" or "Renovation – 3 Phase"
Keep Meld Templates flexible: Don’t overfill with unnecessary fields
Use Tags: Add Tags like “turnover” or “inspection” for better filtering later
Clone for efficiency: Need a slight variation? Clone an existing template and tweak it
Summary
Templates help you go from idea to execution in just a few clicks. Whether you’re duplicating a tried-and-true workflow or building a unique one from scratch, Property Meld Projects are built for speed, accuracy, and flexibility.