Project Plan Templates for Recurring Project Types

[partomas]

Hi EspoCRM Team and Community,

We use the Project module heavily in our organization, and we frequently manage recurring types of projects — such as website development, marketing campaigns, etc. Each of these project types typically includes the same list of tasks, assigned to different team members, following a specific sequence. 💡 Feature Request:


It would be extremely helpful to have Project Plan Templates as a native feature, allowing us to:

• Predefine a project structure (template) with:
  • A list of default tasks
  • Optional task deadlines relative to the project start date
  • Assigned roles or users
  • Possibly even default phases or milestones
• Choose a template when creating a new project, and have all related tasks auto-generated and linked.

🔧 Why it's important:


Right now we’re considering implementing this via Workflows or BPM (we have the Advanced Pack), but it's not ideal when managing multiple templates or making changes — it quickly gets hard to maintain. ✅ Benefits of Templates:

• Standardized task structures for each project type
• Time-saving: eliminates repetitive manual work
• Easier onboarding for new team members
• Better consistency in project execution

Is there currently any recommended approach to achieve this (maybe via custom entities or logic hooks), or are there any future plans to include such a templating system?

Would love to hear your suggestions or best practices from others who have dealt with similar needs.

Thanks for the great product and support!

Best regards,

[yuri]

Hi,

It's possible to use the project cloning feature for this purpose.

[partomas]

Thank you yuri !
This is exactly what we needed — the project cloning feature works perfectly for our use case.

The only thing left is to figure out how to separate "template" projects from regular projects, so that users don’t accidentally modify or delete them.

Thanks again for the quick and helpful support!

Best regards,
Tomas

[yuri]

I think it should be possible to utilize a custom field (boolean or enum) and a custom list view filter (with a report filter or by creating manually).

It's possible to check access with a formula API script. E.g. not allowing regular users to modify tasks related to a template project.