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Sale project task recurrency

Beta License: AGPL-3 OCA/project Translate me on Weblate Try me on Runboat

This module allows configuring the recurrence of tasks created from sales orders directly in the product form.

Table of contents

Configuration

  • Go to Project > Configuration > Settings.
  • In the Tasks Management section, enable the Recurring Tasks checkbox.
  • Go to Sales > Products > Products.
  • Create a new product with the following options:
    • Product Type: Service
    • Create on Order: Task or Project & Task
    • Check the box for Is Recurring Task.
    • Fill in the recurrence fields.

Usage

  • Go to Sales > Orders > Quotations.
  • Create a new sales order and select the product created earlier.
  • Confirm the sales order.
  • Click the Task smart-button.
  • Mark the task as done, and new tasks will be automatically created according to the recurrence settings configured on the product.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Tecnativa

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/project project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.