# Project Template
A Project Template defines a standard set of tasks (with categories) that can be applied to a new project in one step using Assign Template on the project view.
Overview & List View
Go to Project → Project Template.
List columns
| **Column** | **Shows** |
|------------|-----------|
| Id | Template reference number. |
| Name | Template name. |
| Status | Active or Inactive. |
Quick filter tabs
Active, Inactive.
Advanced Filters
Id, Name, Status, Created date.
List row actions
Edit, Delete, View.
Quick Start
1. Go to Project → Project Template and click New.
2. Enter Template Name and Description.
3. Add rows to the Tasks table — pick a Task Definition and Category for each.
4. Click Save.
5. On a project (Not Started or On Going), open the more menu and choose Assign Template.
| **Field** | **Required** | **Description** |
|-----------|--------------|-----------------|
| Template Name | Yes | Name of this template. |
| Description | No | When to use this template. |
Tasks Line Table
| **Column** | **Description** |
|------------|-----------------|
| Sl No | Line number. |
| Task Definition | Task Definition for this row. |
| Category | Project Category for the task. |
| Description | Notes for this template task. |
Assign Template
From a Project view (status Not Started or On Going):
1. Open the more menu (⋮) and choose Assign Template.
2. Select Project Template and click Assign.
3. The system creates category mappings and project tasks from the template lines.
Example
A marine services company builds template Annual Dry Dock with tasks: Hull Survey, Steel Renewal, Painting — each linked to the right category. For every new vessel job, the project manager creates the project, clicks Assign Template, and gets a full task list without manual entry.
FAQ
Can I assign a template twice to the same project?
Assign Template adds tasks and mappings from the template. Running it again may duplicate tasks — use it once per project setup, then edit individual tasks as needed.
Do template tasks copy material lines?
Template task rows define definition, category, and description. Add materials on each Project Task after assignment.
Does Assign Template create category mappings?
Yes. Categories used on template task rows are mapped to the project automatically via Project Category Mapping.
Can I edit a template after projects use it?
Yes. Template changes affect future Assign Template runs only — tasks already created on projects are not updated retroactively.
Do template tasks support parent-child hierarchy?
Yes. Define parent tasks in the template task grid. Assign Template creates the same hierarchy on the project with correct parent links.
Which project statuses allow Assign Template?
Not Started and On Going only. See Projects more menu — the action is hidden on Completed, Cancelled, Paused, and Stopped projects.
Can I use inactive task definitions in a template?
Inactive definitions may still appear on existing template rows but should not be selected for new template lines — activate the definition first.