Project Templates in Stax let you spin up complex, multi‑step client workflows in seconds—no manual task creation or spreadsheet juggling. The “Annual Census Collection” example in the video shows how to structure phases, auto‑assign tasks, attach docs, and schedule nudges so every TPA teammate and plan sponsor knows exactly what’s next. Once published, a template becomes a repeatable playbook that drives consistency, speed, and compliance across every plan you manage.
Key Benefits:
80 % faster onboarding – one‑click template launch eliminates manual project setup, letting you start billable work sooner.
Zero‑miss task coverage – pre‑built phases ensure every compliance, census, and filing step is captured—no more “forgot‑to‑do” surprises.
Role‑based accountability – auto‑assign tasks to internal team members and plan sponsors, with clear due dates and reminders.
Real‑time visibility – dashboards update instantly, so CSMs and leadership can spot bottlenecks before they hit client SLAs.
Brand consistency – attach standard docs, emails, and instructions so every client sees the same polished experience.
Scalable best‑practice playbooks – clone and tweak templates for new plan types in minutes, not hours.
This guide walks you through the Project Templates engine, showing how to create, customize and launch repeatable projects for your TPA workflows.
Step 1
Open the Library > Project Templates tab to view all available templates in your workspace.
Step 2
Scan the template card for quick stats such as active projects count, last‑updated date, and tag filters.
Step 3
Click any card to open the Template and review its description, tasks and automations before using it.
Step 5
Customize the task list – add new checklist items, reorder stages, or attach forms/files so your team works from a single source of truth.
Step 6
Insert dynamic variables and build automations (emails, client requests, webhooks) that will fire automatically when the project launches. To learn more about automations, go here:
Step 7
When you’re ready, hit Launch Project (or schedule a future start date) to spin up a live project from the template.
Step 8
Track KPIs on the template dashboard – see completion % across all active projects and drill in to any lagging tasks.
Step 10
Browse the Stax.AI Template Library for ready‑made blueprints from other TPAs and add them to your account with one click. You can curated templates by selecting the More menu dropdown and then select Explore Curated Templates.
For more on forms, emails and other library items, see the related Help Center articles.