May 28th, 2026

Planning templates – customize your project setup

Hi everyone!
Setting up new projects correctly from day one just got a whole lot easier 🎯💜

We’ve introduced support for planning templates, allowing different project types to have their own predefined setup from the very start.

  • Ability to create, edit, duplicate, and delete planning templates under Settings → Planning categories

  • Templates can now be linked to project types, so new projects automatically get the correct planning categories prefilled

  • A warning is displayed if a project’s template differs from the assigned project type

  • Historical data is preserved even if a template is deleted

Available under Settings → Planning categories 🚀