Project/Task Template
Project/Task Template including sub-tasks, scheduled activities, responsible person.
STORY BEHIND THE FEATURES
ODOO BEHAVIOUR
Odoo's Project is very convenient for business that provides project-based service. It can generate a new project, from template of an existing project, when a Sales Order is confirmed.
CLUEDOO BEHAVIOUR
Cluedoo introduces notion of project template and task template.
Project template:
- Inheriting duration
- Auto-creating stages (kanban columns) and tasks
Task template:
- Sub-task auto-creation
- Auto-scheduling activities and auto-assigning responsible person
CLUEDOO RECOMMENDATION
To be installed in 100% of your database as an useful tool to save time managing projects and tasks.
OUR FEATURES AS SOLUTION
Project / Task Template
HOW TO USE THIS MODULE ?
TASK TEMPLATE
1. Create a task template:
On Project master data, go to Configuration/Task Template. Click "New".
The task template can either be an independent task (not belonging to a specific project) or be assigned to a project template.
User can set assignee for the task using following formula:
- To assign a specific user:
result = user.browse(id of user)
"id of user" is extracted link of user form view.
- To set a project manager of assigned project as assignee for the task:
result = project.user_id
2. User can schedule activities for task template using mentioned assignment logic.
