Project/Task Template

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Project/Task Template including sub-tasks, scheduled activities, responsible person.

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    Project/Task Template

    Project/Task Template including sub-tasks, scheduled activities, responsible person.

    US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

    US$ 0.00 VAT Excluded

    Not Available For Sale

      This combination does not exist.

      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.