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
Note : Don't forget to put company in the task template. Otherwise it won't show up in the task template in product template. Needs to be in debug mode.
2. User can schedule activities for task template using mentioned assignment logic.
3. User can create sub-tasks in the task template.
4. Create a service product with task created on order, using the template above.
The task can be created into to any projects.
Only task template which is billable.
5. Confirm a sales order for the service product.
A new task will be created with assignee, sub-tasks, and scheduled activities set as per task template.
PROJECT TEMPLATE
1. To create a project template:
- Create a new project, tick check-box "Is template"
- Set duration of the project template (in days).
2. When user creates a new project from template, Start Date and End Date will be automatically set as per duration of the template.
3. Create a service product with project and task created on order, using the project templates and task template above.
4. Confirm a sales order for the service product.
A new project and a task will be created with:
- Project inherits stages and tasks from project template.
- Task has assignee, sub-tasks, and scheduled activities set as per task template.
