I am creating tasks and would like to have a template of certain information that needs to be added on the each task How can I do that? I am currently using Odoo v17
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Hello Barb
You can do this using set defaults feature in odoo
Start this by activating the debug mode
after that create a new task
Write the template you want in the description
after that press on the debug icon and press on the set defaults
after that select the description as the default value
and dont select a condition unless you want one and set it to all users or to yourself only
it should look like this
If this helps, please upvote my answer and mark it as correct
This worked great! Thank you! Appreciate the assist!
My Pleasure
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