---
title: "Create a project template task"
description: "Go to the Project templates (PM208000) window. Click . In the Template ID field, select the template you want to create a task for. In the Task ID field, enter an ID for the new template task. In the Description field, enter a short description for your task. Go to the General settings tab. In the Invoicing option field, click the drop down and choose between: By invoice period On task completion On project completion Click . Use the other tabs to customise your new project…"
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/create-a-project-template-task/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/llms.txt


# Create a project template task

Last modified February 23, 2026

> Go to the Project templates (PM208000) window. Click . In the Template ID field, select the template you want to create a task for. In the Task ID field, enter an ID for the new template task. In the Description field, enter a short description for your task. Go to the General settings tab. In the Invoicing option field, click the drop down and choose between: By invoice period On task completion On project completion Click . Use the other tabs to customise your new project…


1. Go to the [Project templates (PM208000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-templates-pm208000/index.md) window.
1. Click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png).
1. In the **Template ID** field, select the template you want to create a task for.
1. In the **Task ID** field, enter an ID for the new template task.
1. In the **Description** field, enter a short description for your task.
1. Go to the **General settings** tab.
1. In the **Invoicing option** field, click the drop down and choose between:

    + By invoice period
    + On task completion
    + On project completion
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

Use the other tabs to customise your new project template further.

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/about-allocating-transactions/index.md">About allocating transactions</a></li><li><a href="/visma-net-erp/help/project-accounting/manage-projects/about-the-calculation-of-task-completion-percentage/index.md">About the calculation of task completion percentage</a></li><li><a href="/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/about-project-invoicing/index.md">About project invoicing</a></li><li><a href="/visma-net-erp/help/project-accounting/manage-projects/about-templates-for-projects-and-tasks/index.md">About templates for projects and tasks</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/project-accounting/manage-projects/save-a-project-as-a-template/index.md">Save a project as a template</a></li><li><a href="/visma-net-erp/help/project-accounting/manage-projects/create-fixed-price-projects/index.md">Create fixed-price projects</a></li><li><a href="/visma-net-erp/help/project-accounting/manage-projects/create-a-project/index.md">Create a project</a></li><li><a href="/visma-net-erp/help/project-accounting/manage-projects/create-a-project-task/index.md">Create a project task</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/index.md">Projects (PM301000)</a></li><li><a href="/visma-net-erp/help/project-accounting/project-accounting-windows/project-templates-pm208000/index.md">Project templates (PM208000)</a></li><li><a href="/visma-net-erp/help/project-accounting/project-accounting-windows/project-tasks-pm302000/index.md">Project tasks (PM302000)</a></li>
</ul>


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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/create-a-project-template-task/)