Easy Project Templates - Project templates that apply themselves

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