Project/Task Template

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Project/Task Template including sub-tasks, scheduled activities, responsible person.

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    STORY BEHIND THE FEATURES

    ODOO BEHAVIOUR

    Odoo's Project is very convenient for business that provides project-based service. It can generate a new project, from template of an existing project, when a Sales Order is confirmed.


    CLUEDOO BEHAVIOUR

    Cluedoo introduces notion of project template and task template.

    Project template:

    • Inheriting duration
    • Auto-creating stages (kanban columns) and tasks

    Task template:

    • Sub-task auto-creation
    • Auto-scheduling activities and auto-assigning responsible person
    CLUEDOO RECOMMENDATION

    To be installed in 100% of your database as an useful tool to save time managing projects and tasks.

    OUR FEATURES AS SOLUTION

    Project / Task Template 

    HOW TO USE THIS MODULE ?

    TASK TEMPLATE


    1. Create a task template:
    On Project master data, go to Configuration/Task Template. Click "New".

    The task template can either be an independent task (not belonging to a specific project) or be assigned to a project template. 

    User can set assignee for the task using following formula:
    - To assign a specific user:
    result = user.browse(id of user) 
    "id of user" is extracted link of user form view.
    - To set a project manager of assigned project as assignee for the task: 
    result = project.user_id


    Note : Don't forget to put company in the task template. Otherwise it won't show up in the task template in product template.


    2. User can schedule activities for task template using mentioned assignment logic.