Project templates

Project templates store the setup you repeat on every similar project: the stages, the tags, the starting tasks, and whether timesheets and billing are allowed. Creating a project from a template applies all of it at once.

Note

This feature is provided by the Project Template (eyssen_project_template) module.

Creating a template

Go to Project ‣ Configuration ‣ Project Templates and click New. Give the template a unique Name, then fill in:

Stages

  • Add Existing Stages – pick task stages that already exist in the database.

  • Create New Stages – type the stage names to be created, separated by commas, for example New, In Progress, Paused|, Testing, Closed|. A name that ends with a | character creates a folded stage in the Kanban view.

More

  • Timesheets and Billable – the corresponding project settings.

  • Tags – project tags to apply.

  • Tasks – the tasks to create in the new project, one per line.

  • Add Existing Categories – the project categories to apply, and with them the optional features of the project.

  • Company – in a multi-company database, the company the template belongs to.

The sequence handle in the template list controls the order in which the templates are offered.

screenshot: services-project-template-form
menu
Project ‣ Configuration ‣ Project Templates
shows
A project template form named "Field service intervention", with existing stages selected, a comma-separated new-stage list, Timesheets and Billable enabled, tags, and three task lines.
highlight
The "Create New Stages" and "Tasks" fields (red frame).
data
Template "Field service intervention"; stages "New, On site|, Invoiced|"; tasks "Site survey", "Intervention", "Handover".
module
eyssen_project_template, eyssen_project_category
notes
English UI, light theme, 1440px width, crop to the form sheet.

Creating a project from a template

Create the project as usual and select the Template on the project form. When the project is saved, Odoo applies the template:

  • the existing stages and the newly created stages are added to the project, in the order given;

  • the tags and the categories of the template are copied onto the project;

  • the tasks listed in the template are created, in the order they appear;

  • the Timesheets and Billable settings are applied.

Important

The template is applied when the project is created. Changing the template on an existing project, or editing a template afterwards, does not modify projects that already exist.

screenshot: services-project-template-selection
menu
Project ‣ Projects ‣ New
shows
A new project form with the Template field set to "Field service intervention".
highlight
The Template field (red frame).
data
Project "Boiler maintenance 2026".
module
eyssen_project_template
notes
English UI, light theme, 1440px width, crop to the project settings.

See also