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Project Template

A Project Template is a predefined sequence of tasks arranged in stipulated schedule.

These templates can be pulled for similar kind of Projects and the tasks therein get auto-populated at the time of creation of each new project.

To access Project Template, go to:

Home > Projects > Projects > Project Template

How to Create A New Project Template:#

  1. Go to the Project Template List and click on New.

  2. Add the following details:

  3. Project Template Name: Title of the Project Template

  4. Project Type: Project Templates, just like projects can be classified into different project types, e.g., Internal or External.
  5. Tasks: Each Project Template will have a set of a predefined sequence of tasks. In this table, you can select the tasks you want for this template.
  1. Project
  2. Task
Adapted for EnigmaERP from the ERPNext documentation, © Frappe Technologies Pvt. Ltd. Content licensed under CC-BY-SA 3.0. EnigmaERP is a product of Enigma and is not affiliated with or endorsed by Frappe Technologies Pvt. Ltd.