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Task Template and Project Template

by
Odoo

56.71

v 18.0 Third Party 54
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Lines of code 188
Technical Name odoo_task_project_template
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Lines of code 188
Technical Name odoo_task_project_template
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0

Project and Task Templates Management

Task Templates Management : Odoo Module

Project Templates Management : Odoo Module

This app allows your project team to create both project templates and task templates.


Main Features:
  • Allows you to create a Project from a Project Template. All tasks linked to the template will be automatically copied to the newly created project.
  • Supports the reverse operation: create a Project Template from an existing Project. All tasks from the project will be copied into the new template.
  • Enables you to create a Task from a Task Template for quick and consistent task creation.
  • Allows you to create a Task Template from an existing Task.
  • Supports subtask creation from predefined subtask templates, ensuring hierarchical structure is retained.
  • For more details, please watch the video and refer to the screenshots below.

Menus Available:

  • Project
    • Templates
      • Project Templates
      • Task Templates
Testing Users
  • Project Manager : Madison Diaz

Available Workflow Options

  • Flow 1 : Use Project Templates to create a new Project.
  • Flow 2 : Use Task Templates to create a new Task.
  • Flow 3 : Use an existing Project to create a new Project Template.
  • Flow 4 : Use existing Tasks to create new Task Templates.

Edition Compatibility:


Enterprise Odoo.sh Community

Odoo Standard Project Menu Overview

Flow 1: Create New Project from Project Template

Project Templates Menu in Odoo

Project Templates : Kanban View

Project Templates : Form View

Create New Project from Project Template

Odoo Standard Project Menu Overview

Project : Kanban View

Project Template Successfully Created

Task : Kanban View

Copy Tasks from Selected Project Template

Flow 2: Create New Task from Task Template

Task Templates Menu in Odoo

Task Templates : List View

Task Templates : Form View

Create New Task from Task Template

All Tasks Menu : Odoo Standard

Tasks : Kanban View

Task Template Successfully Created

Tasks : Form View

Flow 3: Create Project Template from Existing Project

Projects Menu : Odoo Standard

Projects : Form View

Generate Project Template via Project Form

Project Templates Menu in Odoo

Project Templates : Kanban View

Project Templates : Form View

Tasks : Kanban View

Copy Tasks from Existing Project

Flow 4: Create Task Template from Existing Tasks

All Tasks Menu : Odoo Standard View

Tasks : Form View

Generate Task Template via Task Form

Task Templates Menu in Odoo

Task Templates : List View

Task Templates : Form View

Project Templates : Form View

Task Templates : Form View

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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