Templates are a great way to scope quickly by starting from a baseline proposal that has been executed by a Wethos team with prices vetted by varying specialists.

Access Templates from the Templates tab.

From the Templates tab, find your next go-to template to scope in seconds.

Filter your search by typing in the type of work you're doing, for example, "social media" or "website design." Use the "Filters" button to determine the type of scope you're looking for (Marketing, Design, Web Development, Video Production, or Other).

Hover over the Phases or Est. People to quickly view the phases and roles involved within the template.

Find the template that's right for you? Select the "use template" button on the top right, and you'll have the option to re-name the Project and assign it to a Client.

After choosing to "create," you'll be brought to the scope builder, where you can edit, add services, due dates, and more to your scope if necessary.

Where to access the Services Library?

Access the Wethos Services Library from the My Studio homepage, under the Services tab.

You can also access the Services library from the Projects page. From there, you'll need to create a new project a project, and click "create scope."

How to use the Services Library?

Within the scope builder, navigate to the filter under "Services Library" and select the options for "Wethos" under "Library" and "Scopes" under "Type."

You'll notice a list of templates that you can search through and choose to use in their entirety or in parts.

Click on any scope to view more details including its phases and services.

If you decide to use this scope you have a few options for how you can add it to the scope builder:

  • Copy all phases and services - to copy the previous scope in its entirety to your current scope.

  • Copy phases - to copy a phase or two to your current scope.

  • Copy services - to copy certain services into phases within your current scope.

*Note: The scopes that you create will not show up in the public Wethos templates library. Only scopes vetted by Wethos will appear in the public library.


Still have questions? We're happy to help!

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