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Help

Sub-Tasks: Can I copy/paste a set of them?

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rpuebla@teknoriego.cl

In the 18.4+e Enterprise edition, is it posible to copy/paste a set of sub-tasks?

I need to copy/paste a set of them in another sub-task of a higer  order.


For example:

PROYECT1 > TASK A > (SUB-TASK A1 > SUB-TASK A2 > SUB-TASK A3) COPY

PROYECT1 > TASK B > (SUB-TASK A1 > SUB-TASK A2 > SUB-TASK A3) PASTE

PROYECT1 > TASK C > (SUB-TASK A1 > SUB-TASK A2 > SUB-TASK A3) PASTE


THANK YOU IN ADVANCE!

-From Chile-

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Buang
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Dawid Gacek
Jawaban Terbai

Hello!

There is no such copy/paste possibility, but you have few options here. Depending on how many operations you need to do.


Duplicating tasks

  1. Go to PROYECT1, use Show sub-task​ Smart Button to show sub-task, and switch from Kanban to list. Add Parent Task​ header, using table settings (right top corner of table).
  2. Duplicate all the task you want to
  3. Select all the duplicated tasks, click on Parent Task​ for one of them, and select parent task you need. The same will be applied for other tasks selected.
  4. Adjust name of them

Use Task Template

  1. Create Task Template containing all the subtasks you need
    1. You may want to give it some generic name like [CUSTOMER] Task name, so its visible you should adjust [CUSTOMER] part later
  2. Go to your project and create task from template (button New​ should now be popup menu, you should find you task template there)
    1. Adjust name
    2. Set parent task as needed

Import tasks from .xlsx

You can export your tasks list to .xlsx file (when on project, click the gear icon near project name), copy the tasks as needed, and adjust it. Delete all records other than the new one, and then import it (gear icon).

Hope it help!

Best Regards,

Dawid Gacek, Adapt IT

1
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Cybrosys Techno Solutions Pvt.Ltd
Jawaban Terbai

Hi,


In Odoo 18.4 Enterprise, there is no built-in feature to copy and paste a whole set of sub-tasks from one task into another. You can duplicate an entire task or manually reassign sub-tasks one by one, but not transfer a group of them at once. To achieve this, you would need either a customization (for example, using Odoo Studio or a small custom module with a “Duplicate Sub-tasks” button), a server action that clones sub-tasks into another task, or a marketplace app that provides task or project templates. In short, it’s possible, but not available out-of-the-box.



Hope it helps

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Buang
Jaideep

It is possible to duplicate and reassign parent task for a group of tasks from the task list view.

To view parent task and extra info tab of a task , user requires to have access to technical features

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