| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) |
| Lines of code | 326 |
| Technical Name |
se_project_task_template_app |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) |
| Lines of code | 326 |
| Technical Name |
se_project_task_template_app |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Versions | 16.0 17.0 18.0 19.0 |
Project and Task Template Management
Standardize operational workflows by creating, managing, and duplicating complex isolated project blueprints and task checklists instantly.
Key Module Highlights
Project and Task Template Workflow
Access Isolated Project Blueprint Frameworks
Navigate to the dedicated Templates drop-down menu in the top navigation bar and select Project Templates. This workspace provides an isolated environment to build, manage, and configure standard structural workflows completely separated from your active operational pipeline.
Pro Tip: Use the pre-configured architectural boards (like Home Construction or Office Design) as master layout structures to safely scale repeat project assignments.
Configure Template Rules & Process Checklists
Open any blueprint layout to access the master layout form view. Ensure the "is project template" toggle is activated to safely declare structural properties, assign a dedicated Project Manager, document operational scope guidelines, and structure complex task template link lines.
Automation Engine: Once configured, clicking the prominent "Create Project" button instantly initializes a fresh operational project copy, deep-copying all sub-task elements dynamically.
Instant Deployment via the Deep-Copy Engine
After execution, the engine instantly redirects you to the newly initialized operational project instance marked with the "(COPY)" suffix. Notice how all predefined task checkpoints, assignments, managers, and scope descriptions are completely duplicated into the active work pipeline automatically.
Operational Integrity: The auto-generated tasks are clearly reflected inside the native Odoo smart button indicator (e.g., Tasks 0/2), ready for instant team tracking and timeline scheduling.
Seamless Kanban Tracking for Generated Tasks
Clicking into the task dashboard reveals the freshly auto-populated operational checklist items organized directly within your execution pipeline. Individual blueprint lines like UI/UX Wireframing and Core Database Architecture are successfully mapped out with predefined assignee avatars and priority fields.
Filter Compatibility: The cloned task frameworks perfectly align with standard Odoo view behaviors, supporting "Open Tasks" filters, quick stage creation, and standard drag-and-drop mechanics.
Unified Project Dashboard Overview
Navigate back to the main Projects dashboard to view your fully instantiated operational cards side-by-side with your existing items. The newly compiled card cleanly reflects the calculated metrics, showing exactly 2 active tasks generated completely from the isolated boilerplate blueprints.
Visual Synchronization: The dashboard card retains pristine architectural integrity, integrating fluidly with multi-user avatar previews, favorite toggles, and direct configuration gear icons.
Dedicated Sub-Task Template Management Workspace
Access standalone blueprint elements at any time by dropping down the main navigation and selecting Task Templates. This clean Kanban grid isolates granular process steps from active operational boards, enabling you to refine master checklist items globally without disturbing live milestones.
Granular Control: Each standalone card clearly computes total task linkings and tracks default manager allocations, offering an administrative overview of master repeatable actions.
Stage-Wise Task Template Kanban Pipeline
Clicking directly into the standalone task templates dashboard displays your global checklist elements mapped across stages. This pipeline allows you to pre-configure task positions, manage unassigned workflows, and track personal stages for items like Core Database Architecture and UI/UX Wireframing before compiling them into a live blueprint.
Workflow Mapping: Tasks retain precise structural links to their parent project frameworks (e.g., Business Requirement Documentation (BRD)), ensuring total architectural alignment across your setups.
Granular Task Template Configuration Form
Open any checklist line to manage specific assignment parameters within the Tasks Template form view. Ensure the "is task template" toggle is active to define baseline guidelines, allocate default assignees, link parent project frameworks, and pre-configure rich-text description steps.
Independent Execution: The module provides a flexible "Create Task" action directly inside this form, allowing managers to spin up standalone active operational tasks on demand without duplicating the whole project template.
Standalone Task Replication Output
Executing the task duplication engine redirects you directly to the freshly instantiated operational record marked with the "(COPY)" suffix. This action isolates specific process itemsâcloning their descriptions, project associations, and teammate assignments directly into your immediate execution flow.
Execution Freedom: This standalone engine allows rapid ad-hoc workflow replication, minimizing repetitive data-entry when adding individual structural checkpoints back into a project.
Cloned Task Element on the Kanban Pipeline
Returning to the master Tasks Template dashboard shows your newly instantiated standalone item safely positioned inside the pipeline. The duplicate record, labeled with the "(COPY)" suffix, coexists seamlessly alongside original blueprint configurations for flexible pipeline management.
Operational Dashboard: Total column metrics dynamically adjust (e.g., updating to None (3)) as additional task items are added, keeping the entire administrative setup cleanly updated.
Key Features & Capabilities
Standardize operational workflows and accelerate initialization using reusable templates in Odoo 18.
Isolated Blueprints
Build and manage complex structural templates safely without cluttering live production pipelines.
Instant Copy Engine
Generate real, operational records directly from blueprint templates with a single button click.
Predefined Checklists
Pre-configure mandatory operational items to ensure delivery compliance across repeat runs.
Multi-User Allocation
Replicate complex team assignments, descriptions, and operational metadata during compilation.
Reactive Metrics
Track template allocations instantly using smart functional counters directly on parent records.
Dynamic Stage Mapping
Organize checklist elements smoothly with integrated Kanban grouping and expanded view layouts.
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