The new Unit Library has been in beta since early 2025 and is targeted for general availability this summer. To access it and participate in the closely related Plan V2 beta, please reach out to your CSM to discuss sandbox workspace options.

Legacy templates only existed at the phase level between projects and milestones. Now the tabs for "Phases", "Milestones", and "Tasks" show the dramatic improvement in flexibility for these new granular unit templates.

Templates can reference other templates. For example, this new phase template can include multiple milestone and task templates.

While working in Plan V2, any unit you create on the fly can also be saved back to the unit library as a template.