Stop rebuilding the same project from scratch
Define named project and task templates with preset assignees, stages, tags, and relative schedules — then preview and apply them in one click, to new projects, existing ones, or many at once.
The problem
Agencies, consultancies, and delivery teams run the same kind of project over and over — client onboarding, a website launch, a compliance audit — yet Odoo makes every project manager rebuild the checklist by hand each time. Native project duplication just copies old clutter instead of a clean, purpose-built plan, so tasks get forgotten, assignees are guessed at, and dates are set manually one by one.
The solution
Build a reusable library of named templates whose tasks already carry the right assignee, stage, tags, and priority, scheduled by day-offset and duration from the project start. Preview the exact tasks and dates a template will produce, then apply it to a new project, an in-flight one, or several projects at once — with every application logged.
Everything a template library needs
Every capability below is implemented in the module.
Reusable Template Library
Keep a named, browsable catalog of project and task templates so any team member can spin up the right structure in seconds.
Preset Task Properties
Each template task carries its own assignee, stage, tags, priority, and allocated hours, so generated work needs no manual touch-up.
Automatic Date Scheduling
Planned start and end dates are computed from each task's day-offset and duration relative to the project start — applied on any date, the schedule is always correct.
Preview Before You Apply
A live preview shows every task, assignee, stage, and computed date before anything is written, so mistakes are caught before they happen.
Apply to Existing, New, or Many Projects
Inject a template into an already-running project, spin up a brand-new one, or apply it in bulk across several projects at once.
Default Template on Project Creation
Set a default template on a project so its tasks are auto-populated the moment the project is created — a blank project is never the starting point.
Inheritance and Task Dependencies
Parent template tasks auto-create their subtasks, and predecessor relationships carry over, so multi-level processes generate correctly sequenced work in one action.
Stage and Role-Based Availability
Restrict a template to the project stages it applies to and to the roles allowed to use it, so users only ever see relevant options.
Versioning and Application Log
Templates are versioned with a change note, every application is logged, and generated tasks keep provenance back to their source template.
How it works
Build a Template
Name it, add tasks with assignees, stages, tags, and a day-offset plus duration for each one.
Pick a Target and Preview
Choose an existing project, several at once, or create a new one, then set the start date and review the computed preview.
Apply It
Generate every task in one click, with parent/subtask structure and dependencies carried across automatically.
Track the Result
Check the application log and each generated task's Template Origin to see exactly what came from where.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Apply any template to an existing, in-flight project, to several existing projects at once, or use it to create a brand-new project from scratch.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Project Custom Task Template
Named project and task templates with preset assignees, stages, tags and relative schedules — previewed before they apply, to new projects, existing ones, or many at once.
Buy on Odoo App Store