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Maintenance Request to Task
This Maintenance Request to Task module allows users to create a project task directly from a maintenance request, reducing manual data entry and improving workflow efficiency. It transfers essential maintenance details, including the request title, description, project, assignees, and deadline, to the project task. The created task remains linked to the original maintenance request, ensuring easy tracking and clear traceability.
Features
Screenshots
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Features
One-Click Maintenance Task Creation
Create a project task directly from a maintenance request with a single action. The feature automatically carries important request details such as the title, description, assignees, project, and deadline into the new task, reducing duplicate data entry and simplifying maintenance task management.
Maintenance Request and Task Linkage
Maintain a direct connection between the original maintenance request and its created project task. Users can easily identify the related maintenance request from the task and access the associated task count from the request, providing clear traceability between maintenance operations and project activities.
Screenshot
1.) Create Project Task from Maintenance Request
Convert a maintenance request into a project task directly from the maintenance workflow. The action transfers key request information such as the request title, description, assigned users, and scheduling details into the new task. This provides a structured way to manage maintenance activities through project task management.
Navigation : Maintenance → Maintenance Requests
2.) Review Task Details Before Creation
Review the maintenance request information before creating the corresponding project task. The task creation form displays the project, deadline, assignees, and request description so users can verify the information that will be transferred. Users can create the task or close the dialog without making any changes.
Navigation : Maintenance → Maintenance Requests → Create Task
3.) View Created Task from Maintenance Request
After successful task creation, the maintenance request displays the number of related project tasks. This provides a quick reference to confirm that the request has been converted into a project task. Users can access the related task directly for further project management activities.
Navigation : Maintenance → Maintenance Requests → Create Task
4.) Manage the Maintenance Project Task
The created task is available within the selected project and can be managed using the standard project task workflow. The task retains the maintenance request title, project assignment, customer, assignees, deadline, and description. A dedicated maintenance request reference connects the project task back to its originating request.
Navigation : Maintenance → Maintenance Requests → Task
5.) View Maintenance Request Reference in Project Task
The project task maintains a direct reference to the original maintenance request for improved traceability. Users can review the linked request while managing task details, assignments, deadlines, and progress. This connection keeps maintenance operations and project execution synchronized throughout the workflow.
Navigation : Maintenance → Maintenance Requests → Task
User Guide
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team@inkerp.com
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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Maintenance (maintenance)
• Project (project) • Discuss (mail) |
| Lines of code | 150 |
| Technical Name |
eg_maintenance_request_task_create |
| License | OPL-1 |
| Website | http://www.inkerp.com |
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