Hello, how can I create a project template, that i can use multiple times, instead of inserting the same tasks over several times?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Kế toán
- Tồn kho
- PoS
- Project
- MRP
Câu hỏi này đã bị gắn cờ
In case if you are creating a project from the Sales order Then,
You can create a service product and under the sales tab, "Create a task in sales order's project" and it will allow you to select a template project.
When you confirm the sales order, It will create a new project and task from the template project you have selected on the Product.
Hope this will help you.
My advice:
- Create a project and its tasks. Name it, for example, "Project Template".
- Edit the task stages so this project can use them.
- Configure assignees, planed hours, etc.
- Save it and don't fill any worksheets on it.
You can duplicate it when needed and change the name and whatever you want.
You can also configure a Service product (general information tab) with "create on order --> Project" and put your template on the field "Project Template"
Hello, I am using Odoo Online V17; how do I achieve the same?? Thank so much
Hi, is there a way to include the number of days per task on a project template, and given this once I start a new project with this project template and select the start date of the project, for the system to automatically calculate the actual dates start and end dates for all the sub sequent activities?
https://odoo-community.org/shop/product/project-templates-4764?version=14
Hope this will help you.
Bạn có hứng thú với cuộc thảo luận không? Đừng chỉ đọc, hãy tham gia nhé!
Tạo tài khoản ngay hôm nay để tận hưởng các tính năng độc đáo và tham gia cộng đồng tuyệt vời của chúng tôi!
Đăng kýBài viết liên quan | Trả lời | Lượt xem | Hoạt động | |
---|---|---|---|---|
|
2
thg 8 25
|
2475 | ||
|
1
thg 7 25
|
811 | ||
|
2
thg 6 25
|
2819 | ||
|
1
thg 6 25
|
1148 | ||
|
3
thg 5 25
|
2792 |