We have regularly scheduled onsite visits as part of maintenance contracts.
I can see how to setup a visit as a Task, but what if I want to repeat the visit every month?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Boekhouding
- Voorraad
- PoS
- Project
- MRP
Deze vraag is gerapporteerd
1
Beantwoorden
5662
Weergaven
New at Version 14, the option to do this is in the Configuration --> Settings Menu.
Search for Recurring Tasks
Now, when you plan a Task or Visit, you will see a Recurrent checkbox:
When you check this ON, you will now see a Recurrence tab on the Task:
Manage the repeating visits from this tab.
Hi,
So exactly when those planned (recurring) tasks are created? Why I don't see them in my Gant/calendar views or a a new tasks in projects?
Future visits are not created until the day they are scheduled. If you need planning time, subtract this time from the scheduled date. If you need a week to plan, schedule the future task a week earlier than needed.
Just adding to Ray's comment, you need to ensure the Scheduled Action is activated in your system, otherwise it won't be created.
Developer Mode Activated > Settings > Technical > Scheduled Actions > search "Project: Create Recurring Tasks". Turn it on if it is off.
Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!
Maak vandaag nog een account aan om te profiteren van exclusieve functies en deel uit te maken van onze geweldige community!
Aanmelden| Gerelateerde posts | Antwoorden | Weergaven | Activiteit | |
|---|---|---|---|---|
|
|
1
nov. 20
|
3735 | ||
|
|
1
okt. 20
|
3317 | ||
|
4
okt. 24
|
5817 | ||
|
|
1
nov. 22
|
4567 | ||
|
|
1
nov. 21
|
2884 |
