Create templates

Create your own project templates from active projects with all the content that is important to you. Repetitive or identical projects can be started quickly and easily.

smenso templates und vorlagen für Projektmanagement

Project templates

Templates for a quick project start

Take advantage of our powerful project template feature and save valuable time when creating new projects. Project templates make it easier to plan and implement projects and help you complete recurring tasks more efficiently and quickly without having to reinvent the world every time.

Projekte als Vorlage abspeichern, Projektvorlagen in smenso erstellen

Reuse know-how

Create individual templates from any project that you can use again and again and save an enormous amount of time when creating projects. Project master data, folder structures, tasks, user-defined fields, milestones, workflows or schedules that are always the same are created at the touch of a button.

Intelligent helper at the start of the project

Customise smenso according to your own processes and specifications

Assistent Projektvorlagen  - Projekt aus Vorlagen erstellen - smenso

Empty project or from template?

Start a new project from scratch or access your templates with the project wizard. The wizard helps you to create a fresh project in just a few steps. 🚀

Details der Vorlage zur Erstellung eines Projektes - Projektvorlage Details in smenso

Template information

Template informationCheck the contents of templates directly in the project wizard before you create a project. The information gives you an overview of what the template contains and for which project type the template is suitable. If necessary, you can always adapt your templates.

All functions

at a glance

  • List view of the portfolio
  • Kanban board view of the portfolio
  • Timeline view of the portfolio
  • Project simulations
  • Budget and progress analysis
  • Monitor project phases
  • Status reports
  • Status report templates
  • Status dashboard
  • Progress monitoring
  • Team feedback gathering
  • Budget monitoring (plan vs. actual)
  • Maintaining planned and actual effort
  • Resource management and utilization
  • Risk management
  • Project templates
  • Activity log
  • Board view (Kanban)
  • List view
  • Timeline view
  • Portfolio timeline view
  • Gantt view
  • Resource utilization view
  • Widget views
  • Assign one or more individuals
  • Milestones
  • Subtasks
  • Checklists
  • File management
  • Bulk processing / Multiselect
  • Task templates
  • Activity log in tasks
  • Only me mode
  • All tasks list
  • Status reports
  • Status report templates
  • Status dashboard
  • Status history
  • Projected end date of the project
  • Partial status (dates, costs, objectives)
  • Request status updates
  • Additional statuses (Pending, Paused, Cancelled, Completed)
  • Comments on status updates
  • Custom fields
  • Calculated fields (formulas)
  • Custom workflows
  • Approval requests
  • Custom groupings
  • Custom filters
  • Manage teams
  • Relations and dependencies
  • Custom views
  • Shared views
  • Add comments
  • @mentions (users and user groups)
  • Email notifications
  • In-app notifications
  • Follow tasks or projects
  • Standard project dashboards
  • Custom project dashboards
  • Standard portfolio dashboard
  • Custom portfolio dashboard
  • Resource utilization analysis
  • Risk analysis
  • Reporting API
  • Time tracking (manual or quick entry)
  • Custom time analysis
  • My timesheets view
  • Global roles (Admin, Members, Limited members, Read-only members)
  • Inviting guests with limited rights
  • Individual editing rights for projects
  • Individual editing rights for tasks
  • Export different list views to Excel
  • Import tasks from Excel
  • Print views
  • Custom logo for printed output
  • Admin center for member management
  • Microsoft Teams (Office Store app)
  • Microsoft Power Automate (1,000+ integrations/automations)
  • SAP (multiple modules)
  • Open REST API
  • Reporting API
  • Microsoft Azure Active Directory

More features are added every month. Check out our release updates for the latest features!
Or our public roadmap for future features.

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