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
- Financeiro
- Inventário
- PoS
- Project
- MRP
Esta pergunta foi sinalizada
1
Responder
5647
Visualizações
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.
Está gostando da discussão? Não fique apenas lendo, participe!
Crie uma conta hoje mesmo para aproveitar os recursos exclusivos e interagir com nossa incrível comunidade!
Inscreva-se| Publicações relacionadas | Respostas | Visualizações | Atividade | |
|---|---|---|---|---|
|
|
1
nov. 20
|
3734 | ||
|
|
1
out. 20
|
3315 | ||
|
4
out. 24
|
5809 | ||
|
|
1
nov. 22
|
4565 | ||
|
|
1
nov. 21
|
2883 |
