How do I link tasks created in Project & Field Services to PLANNING?

Question

We are using odoo 14 Ent, we can create tasks in project and will automatically appear in Field Service.

But, how do we get these tasks appear in Planning? I can't seem to find any linking field between these modules.

Thanks.

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,
In the Planning app, as you hover over shifts or the
planning board view, an icon will appear. This icon allows you to either
create a new task or select an existing one. If you choose the latter
option, a popup will open displaying all your existing tasks. From
there, you can drag these tasks onto the planning board and rearrange
them as needed.For more information, you can refer to our Blog  Odoo 14 Planning [1] .

Hope it helps

[1] https://www.cybrosys.com/odoo/odoo-books/odoo-book-v14/

Related Posts	Odpovědi	Zobrazení
How to plan a task in OE16 planning tasks	1 lis 23	2405
Hello guys, i want to add the feature of recording activities in the project tasks project tasks FieldService project-task	0 zář 24	1481
Planning tasks timesheet Vyřešeno timesheet planning tasks ProjectManagement	4 čvn 24	6120
Duplicate Field Service Worksheet Template FieldService	1 říj 25	1646
add a shift for task and not for a project in planning planning	0 pro 24	1945

This question has been flagged

Enjoying the discussion? Don't just read, join in!