Blog Post

logo
Community Enterprise Odoo.sh

Project Custom Task Template

heading

This module is useful to generate repeated task. First need to create template for repeated task. Select template in project and easily generate task on fire.

Features

heading
  • You can easily create a project template.
  • Useful for repeated task.
  • You can enable/disable the custom project template feature. New
  • You can set default new project tasks stages. New
  • When creating project templates, you can also create subtasks. New
  • When creating project tasks by the 'Generate Task' button, subtasks are also created as per the selected template. New

Go to user settings and enable the 'Enable Custom Project Template'.


Create a project template.


Assign the user and set a description for each task. Set task as per template requirement. Only "Active" templates are able to be set.


When clicking on 'add a line' it opens the wizard of tasks, fills details, and saves it.


To add the sub-task click on the sub-task option.


After that, the 'Sub Task Template' wizard will appear. Add the details.


By adding a template to the project template, tasks, and sub-tasks are automatically added to the project.


Here, you can see the smart button of the 'Tasks'.
Click on the task's smart button.


Kanban view of the task. Here, you can see the task with sub-tasks and stages.


In the project settings, Select the 'Default Project Stage' of the "New Project Configuration".


Create a new project and select the project template. To create a task, click on the 'Generate Task' button.


You can see the task is automatically created with default stages as per configuration.


The sub-tasks are visible in the task's form view.


Version 16.0.2 | Released on : 31st May 2023

NEW Custom Project Template Security Group Added.
NEW Default New Project Tasks Stage Configuration Added.
NEW Subtasks Functionality Added While Create New Project Template.
NEW Generate Subtasks Of Selected Template When Press "Generate Task".

Version 16.0.1 | Released on : 28th October 2022

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
  • No, this application is not compatible with odoo.com(odoo saas).
Restrict To Generate Leads From Spam Emails | CRM - Block Spam Emails v16

Transforming Businesses with Next-Gen Solutions

Our next-generation solutions are built to transform businesses and drive growth in the digital era.

Find Us

905, Corporate Levels, 150 Ft. Ring RD
Nr. Ayodya Chowk, Opp Synergy Hospital
Rajkot 360006

Contact No.

HR : +91 90232 46069
Sales : +91 93288 25451

Reach Us Read Blog Contact Us Submit Support Ticket Watch Video Tutorial