Using Project Templates in ERPNext
Using Project Templates in ERPNext
In ERPNext, a Project may be composed of multiple tasks. In some, Projects are repetitive specially if the products being offered by the company are services. In order to easily define tasks per project, you can use a Project Template. Project Template is a document which lists the set of Tasks required to complete a project.
To create a Project Template:
5. Click Save to Apply the changes.
With this Project Template, you can create projects by clicking on the Project + sign on the header. By default, the tasks on this template will be assigned to the project created.