new projects from templates

Question

It is possible to create a new project and have the task columns already assigned, for example I create a project and when I enter tasks the column is already new, assigned, in progress, done, review, etc.
The idea is to create a template and when creating a new project it is already configured and not having to do it by hand every time

Kamrul Hasan · Answer

By default odoo has no feature about project template without duplicate option.
You can solve this using custom module
https://apps.odoo.com/apps/modules/17.0/bi_project_template [1]
https://apps.odoo.com/apps/modules/17.0/project_task_template_app [2]

[1] https://apps.odoo.com/apps/modules/17.0/bi_project_template
[2] https://apps.odoo.com/apps/modules/17.0/project_task_template_app

Joaquin Prados Cordon · Answer

Thanks Ray, I knew about that option, I was wondering if something could be set by default without having to do 4 clicks on different sites, it's quite tedious

Ray Carnes (ray) · Answer

Projects can be duplicated, so you can set one up and name it "Template" and duplicate it every time you need it.

Related Posts	Odpovědi	Zobrazení
How do people deal with internal and external message with projects project	1 čvc 25	701
Odoo Performance Issues After Upgrade project	2 čvn 25	2656
Custom Task Properties Show with ID When Exporting to Excel – How to Show Only Value? project	1 čvn 25	1046
Gestion de Taller mecanico project	3 kvě 25	2651
Install your own modules in Odoo Vyřešeno project	2 čvc 25	1541

This question has been flagged

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