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Easy Project Templates - Project templates that apply themselves

mp23914d20260625122913

Create hierarchical task and contact templates per project category and apply them automatically when creating projects.

99.00 €
Excl. tax

  • Author EasySoft Tech SL
  • Module version 2.2.1
  • Release date 06/25/2026
  • Access to download and updates 1 year
  • How to contact support info@easysoft.es
  • Compatibility Dolibarr V16 - V24   -   PHP7.1 - 8.3
  • Last update 07/20/2026 01:44 PM

More info...

Easy Project Templates for Dolibarr — Standardize your projects in seconds

Easy Project Templates lets you define, for each project category, a hierarchical task template and a set of contacts with their role. When you create a project and assign that category, the module automatically builds the whole task structure and assigns the team. Stop rebuilding the same projects by hand over and over.

📦 Common use cases

  • Companies that repeat the same kind of project (installations, audits, construction, client onboarding…).
  • Teams that want a consistent task structure across all projects of the same line.
  • Automatically assign leaders and contributors based on the project type.
  • Reduce errors and omissions when creating complex projects.

✨ Features

  • 🌳 Hierarchical task templates (parent-child) per project category.
  • 👥 Contact templates with role (leader, contributor…).
  • ⚡ Configurable automatic application when the category is assigned to a project (can be turned off to apply manually only).
  • 🎯 «Apply template» button on the project card: pick a candidate category (with tasks) and apply its tasks and contacts without leaving the project.
  • 🖱️ Visual drag-and-drop editor with inline editing.
  • 🏢 Multi-company: independent templates per entity.
  • 🌍 8 languages.

📋 How it works

  1. Activate the module and open Projects → Project templates (left menu).
  2. Pick a project category and design its task and contact template.
  3. Apply the template: automatically when assigning the category (configurable), with the button on the project card, or from the utility.

🧩 What's included in the module

  • Template editor (central page + tab on every project category).
  • Automatic application via trigger.
  • Permissions, multi-company support and documentation in 8 languages.

⚙️ Compatibility & requirements

  • 📦 Dolibarr V16+ (compatible up to V22+)
  • ⚙️ PHP 7.1 – 8.3+
  • 🗄️ MySQL 5.7+ / MariaDB 10.2+ / PostgreSQL 10+
  • 🌐 Modern browser with ES6 and JavaScript support
  • 🔗 Categories and Projects modules enabled

💰 Pricing & license

Module under GNU GPL v3.0 license. Includes 365 days of update access and email support.

✉️ Support

✉️ info@easysoft.es | 🌐 www.easysoft.es




If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org