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 Projektmallar.
2. 2Choose Ny mall, enter a Mallnamn, and describe when it is useful.
3. 3Use Lägg till uppgiftsgrupp for phases and Lägg till uppgift for the work inside each phase. Tasks can also live outside a group.
4. 4Use Lägg till deluppgift for smaller steps. Open Uppgiftsdetaljer to set a description, Prioritet or Uppskattade minuter. Open Uppgiftsåtgärder 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 Ångra before saving.
5. 5Choose Spara mall.

To reuse a plan you already have, open the project and choose Spara projekt som mall at the top of the page. The same action is available in the project's detail panel and inside Projektmallar on its Uppgifter 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 Börja med in the project creation dialog, or preview it in the library and choose Skapa projekt från mall. Give the new project its own name and customer details, then create it as described in Create a project. The picker is searchable. Use Förhandsvisa uppgifter to inspect the tasks before creating the project.

For an existing project, open Uppgifter, then Projektmallar, select a template and choose Lägg till i det här projektet. 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 Fler mallåtgärder and choose Skapa en kopia. Name and save the new copy.

Its creator and users with full project access can use Redigera mall or Ta bort mall. 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.