Reuse project plans with templates

Project templates are reusable plans shared within your workspace. Each keeps task groups, tasks, subtasks, their order, descriptions, priorities and estimated minutes. Changing a template never changes projects already created from it.

Create a template

1. 1In the projects view, open Projektskabeloner.
2. 2Choose Ny skabelon, enter a Skabelonnavn, and describe when it is useful.
3. 3Use Tilføj opgavegruppe for phases and Tilføj opgave for the work inside each phase. Tasks can also live outside a group.
4. 4Use Tilføj underopgave for smaller steps. Open Opgavedetaljer to set a description, Prioritet or Estimerede minutter. Open Opgavehandlinger to reorder or remove a task. Press Enter in a task title to add another task at the same level. Collapse a group to focus on another phase. If you remove a task or group by mistake, choose Fortryd before saving.
5. 5Choose Gem skabelon.

To reuse a plan you already have, open the project and choose Gem projekt som skabelon at the top of the page. The same action is available in the project's detail panel and inside Projektskabeloner on its Opgaver tab. Review the copied plan, remove any customer-specific wording in task titles or descriptions, name it, and save. The original project is unchanged.

Use a template

For a new project, select a template under Start med in the project creation dialog, or preview it in the library and choose Opret projekt fra skabelon. Give the new project its own name and customer details, then create it as described in Create a project. The picker is searchable. Use Forhåndsvis opgaver to inspect the tasks before creating the project.

For an existing project, open Opgaver, then Projektskabeloner, select a template and choose Tilføj til dette projekt. Its groups and tasks are appended. Existing work is kept; applying the template again adds another copy.

New tasks start as to-do, with nobody assigned and no dates. Completed work, logged time, comments, files, recurrence, dependencies, milestones and customer links are not copied. Assign people and dates after adding the plan.

Maintain the library

Search the library by name or description and select a template to preview its groups, tasks and estimated time. To adapt a shared template independently, open Flere skabelonhandlinger and choose Lav en kopi. Name and save the new copy.

Its creator and users with full project access can use Rediger skabelon or Slet skabelon. Deleting a template removes it from the library; projects that used it keep their tasks. Read-only users can preview templates but cannot create, edit, delete or apply them.