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Projects & Tasks from SOs

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In this video, learn how projects and tasks can automatically be created from the confirmation of a quotation in Odoo. Learn about the invoicing policies available and choose the best one for your services.

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1. I want to create a new empty project at the confirmation of a sales order. Which option amongst “Create on Order” should I choose?
Task Project Project and Task This is not something possible
2. When a new task is created from a sales order, what automatically becomes the title of the task?
The SO number + the person assigned to the SO. The description column in the SO. The SO number + the person assigned to the task. The SO number + the product name.