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When should I create a new Project pipeline instead of another template?

Use pipelines for process differences and templates for work-plan differences.

Create a new template when the Project follows the same lifecycle but requires a different set of Tasks.

Create a new Project pipeline when the lifecycle itself changes.

Keep the same pipeline when

  • The same Project stages apply.
  • Tasks can be mapped cleanly to those stages.
  • Stage completion means roughly the same thing across the templates.

Create another pipeline when

  • The stage sequence changes.
  • A template repeatedly needs Tasks that do not fit the existing stage model.
  • The meaning of a milestone is materially different.
  • The delivery motion has different approval, handoff or completion steps.

This keeps HubSpot pipelines meaningful and prevents creating a separate pipeline for every product, service or variation.