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Sale Project Task Description Template

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Odoo
v 18.0 Third Party 3
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Sale Project Task Description Template

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

This module extends the Project Task Description Template and integrates it with Sales and Projects. When tasks are generated from sales order lines, the task will automatically use the Task Description Template defined on the related product.

Optionally, you can include key information from the sales order line (like product name and quantity) above the template, providing more context directly in the task description.

Key Features:

  • New field on product: assign a Task Description Template for service products with Service Tracking set to ‘Task’ or ‘Project & Task’.
  • Optional boolean to include the sale order line info in the task description.
  • Automatic application of the template (and optionally the sales line info) when creating tasks from sales orders.

Table of contents

Usage

To use this module:

  • Create a Task Description Template
    • Go to Project → Configuration → Task Description Templates.
    • Define a template with a name and description.
  • Assign the Template to a Product.
    • Open a Product and set it as a Service.
    • Ensure that Service Tracking is set to Task or Project & Task.
    • Set the Task Description Template field.
    • Optionally, enable the Include Sale Line Info in Task checkbox to add product and quantity information above the template in generated tasks.
  • Create a Sale Order
    • Add the product(s) with assigned templates to a sales order.
    • Confirm the order.
  • Generated Project Tasks
    • The tasks created from the sales order lines will automatically include the description from the assigned template.
    • If enabled, the sales line info (product and quantity) will appear above the template in the task description.

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

  • NICO SOLUTIONS - ENGINEERING & IT

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.

Current maintainer:

NICO-SOLUTIONS

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.

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Discuss (mail)
• Sales (sale_management)
• Invoicing (account)
• Employees (hr)
Community Apps Dependencies
Lines of code 162
Technical Name sale_project_task_description_template
LicenseLGPL-3
Websitehttps://github.com/OCA/project

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