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  1. APPS
  2. project
  3. Project Templates v 16.0
  4. Sales Conditions FAQ

Project Templates

by Cybrosys Techno Solutions https://www.cybrosys.com
Odoo
v 16.0 Third Party 1461
Download for v 16.0 Deploy on Odoo.sh
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Discuss (mail)
Lines of code 243
Technical Name project_tasks_from_templates
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Community
Enterprise
Odoo.sh

Project Templates

This App Allows Your Project Team To Create Project Template

Explore This Module

Overview Learn more about this module
Features View features of this module
Screenshots View screenshots for this module

Overview

When faced with the need to create multiple projects that share similar tasks, manually inputting data such as task names, descriptions, and assigned individuals can be time-consuming. In such situations, this module offers assistance in creating and managing projects based on pre-defined templates.

Features

Community & Enterprise Support.
Allows to create project from project template.
Multiple levels of tasks and sub tasks from template.

Screenshots

Project -> Configuration -> Project Templates

When you install the module, an extra menu named Project Templates can be seen under the Configuration menu of Project.

Create a New Project Template

Click NEW to create a Project Template.

Specify the Template name and add Tasks.

Define a Template name and create Tasks for it.

Sub Tasks

Enable "Sub-tasks" in Settings

Project Template Task View

In this view, You can click on Add a line to add Sub-tasks.

By Enabling "Sub Tasks" in Settings helps to create multiple levels of sub-tasks for specific tasks.

Project Templates List View

In this view, you can easily browse and view various project templates.

Create Project.

Using the NEW Button Create Project

Choose the Project Template.

Select the Project Template and Click on the CREATE PROJECT FROM TEMPLATE to Create a Project using the Project Template.

You can see the Tasks are created as configured in the template.


Here is a list of Tasks for the specific Project, and some of these Tasks contain Subtasks, as shown in the screenshot.


Tasks -> Sub-tasks

Tasks that Include Sub-Tasks.

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Got questions or need help? Get in touch.

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Nice module though...
by
Percy Che
on 2/8/24, 11:03 AM

When setting tasks, it is not possible to enter the task description...

Also, is it possible to set the stages of the project template when creating it?, if so, where?

Thanks for this module, keep the good working and support, appreciated.


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