How do I link tasks created in Project & Field Services to PLANNING?

Question

We are using odoo 14 Ent, we can create tasks in project and will automatically appear in Field Service.

But, how do we get these tasks appear in Planning? I can't seem to find any linking field between these modules.

Thanks.

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,
In the Planning app, as you hover over shifts or the
planning board view, an icon will appear. This icon allows you to either
create a new task or select an existing one. If you choose the latter
option, a popup will open displaying all your existing tasks. From
there, you can drag these tasks onto the planning board and rearrange
them as needed.For more information, you can refer to our Blog  Odoo 14 Planning [1] .

Hope it helps

[1] https://www.cybrosys.com/odoo/odoo-books/odoo-book-v14/

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