Turn a ticket into a task

Trigger the conversion straight from the ticket — the Convert to Task button in the header, or the gear (action) menu. Pick the target project and stage in the guided wizard and confirm; a linked task is created instantly.

	Available as a header button or from the gear menu
	Choose the project and initial stage in the wizard
	Ticket and task stay linked after conversion
	Existing thread messages are copied to the new task
	Matching tags are copied to the new task

See linked tasks at a glance

Every ticket with linked or converted tasks shows a Tasks smart button at the top of the form. The counter spans both converted and manually linked tasks.

	Appears as soon as the first task is created or linked
	Counter reflects converted and linked tasks combined
	One task opens in a form; several open in a list

Link existing tasks

Beyond converting, link a ticket to existing project tasks through the Linked Tasks field. The list is filtered to the same customer so only relevant tasks surface.

	Already-linked and converted tasks are excluded from the options
	Filtered by customer to surface only relevant tasks
	Messages on the ticket sync to every linked task
	Linked tasks count toward the Tasks smart button

View all related tasks

When a ticket has several related tasks, the smart button opens a pre-filtered list of every one — review stages and open any task without leaving Helpdesk.

	Pre-filtered to the current ticket’s tasks
	Click any row to open the full task form

Conversations stay in sync

Messages posted on a linked task are mirrored into the ticket’s chatter, each with a clickable reference back to its source so the full history is traceable from both records.

	Task messages appear in the ticket chatter in real time
	Synced messages link back to the source task
	Attachments from task messages are included
	Emoji reactions are carried over to the synced message
	Loop prevention avoids duplicate messages
	No emails are sent from synced messages

No circular conversions

A ticket that originated from a task can’t be converted back into one. This keeps conversion chains clean and predictable, with a clear warning when it’s attempted.

	Blocks re-conversion with a warning message
	Preserves the integrity of conversion history
	No data is lost — the ticket stays fully editable

Turn a task into a ticket

Trigger the conversion straight from the task — the Convert to Ticket button in the header, or the gear (action) menu. Pick the target helpdesk team and stage in the guided wizard and confirm; a linked ticket is created instantly.

	Available as a header button or from the gear menu
	Choose the helpdesk team and initial stage in the wizard
	Task and ticket stay linked after conversion
	Existing thread messages are copied to the new ticket
	Matching tags are copied to the new ticket

See linked tickets at a glance

Every task with linked or converted tickets shows a Tickets smart button at the top of the form. The counter spans both converted and manually linked tickets.

	Appears as soon as the first ticket is created or linked
	Counter reflects converted and linked tickets combined
	One ticket opens in a form; several open in a list

Link existing tickets

Beyond converting, link a task to existing helpdesk tickets through the Linked Tickets field. The list is filtered to the same customer so only relevant tickets surface.

	Already-linked and converted tickets are excluded from the options
	Filtered by customer to surface only relevant tickets
	Messages on the task sync to every linked ticket
	Linked tickets count toward the Tickets smart button

View all related tickets

When a task has several related tickets, the smart button opens a pre-filtered list of every one — review stages and open any ticket without leaving the project.

	Pre-filtered to the current task’s tickets
	Click any row to open the full ticket form

Conversations stay in sync

Messages posted on a linked ticket are mirrored into the task’s chatter, each with a clickable reference back to its source so the full history is traceable from both records.

	Ticket messages appear in the task chatter in real time
	Synced messages link back to the source ticket
	Attachments from ticket messages are included
	Emoji reactions are carried over to the synced message
	Loop prevention avoids duplicate messages
	No emails are sent from synced messages

No circular conversions

A task that originated from a ticket can’t be converted back into one. This keeps conversion chains clean and predictable, with a clear warning when it’s attempted.

	Blocks re-conversion with a warning message
	Preserves the integrity of conversion history
	No data is lost — the task stays fully editable

Ahkio Consulting Oy

Ahkio is an Odoo partner that helps companies develop and automate business processes with Odoo and a range of integrations. Our goal is to be a reliable partner so you can focus on what matters most — the success of your business.

We deliver ERP implementations and upgrades, software customizations, and comprehensive consulting, alongside integrated e-commerce, financial management, and interfaces to many other systems. Our strength is a genuinely customer-centric culture and a deep understanding of business needs.