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Project Task Templates

Beta License: AGPL-3 OCA/project Translate me on Weblate Try me on Runboat

The goal of this module is to allow templates for task descriptions.

Table of contents

Usage

Follow these steps to use the module:

Create task template

  • Go to Project -> Configuration -> Task Template.
  • Create desired task templates and configure them according to your project needs.

Assign Templates to Projects

  • Go to the specific project to which a template should be assigned. Open the Settings tab.
  • In the Task Template dropdown, select created templates.
  • In the field Available in, select the product stages where this templates will be available

Create task

  • Create a new task within the project.
  • The task template will be available to set up in the stage configured for the task template.
  • Select the desired template from the Task Template field.
  • Fields will automatically be populated with values from the selected template.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Cetmix

Contributors

  • Cetmix <cetmix.com/>

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

aleuffre renda-dev

This module is part of the OCA/project project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.