[ADD] project: recurring tasks, FW port edit 16.2

closes odoo/documentation#5049

Id: 3255317
X-original-commit: c2d174fb4e
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
This commit is contained in:
Zuzanna Luczynska 2023-04-25 07:48:36 +00:00
parent 057a1c11d2
commit 4590a4c25a
3 changed files with 51 additions and 0 deletions

View File

@ -8,3 +8,4 @@ Tasks
:titlesonly:
tasks/email_alias
tasks/recurring_tasks

View File

@ -0,0 +1,50 @@
===============
Recurring tasks
===============
When handling a project, the same task often needs to be performed several times: for example,
weekly meetings or status reports. The **recurring tasks** feature allows you to automate the
creation of those tasks.
.. seealso::
`Odoo Tutorials: Recurring tasks <https://www.odoo.com/slides/slide/recurring-tasks-1946>`_
Configuration
=============
To enable recurring tasks, go to :menuselection:`Project --> Configuration --> Settings`, then
activate :guilabel:`Recurring Tasks`, and press :guilabel:`Save`.
Recurring tasks are now activated on all existing projects. The feature can be deactivated
on an individual project by clicking the drop-down menu button :guilabel:`⋮` next to the project
name, then going to :menuselection:`Settings --> Settings --> Task Management` and disabling
:guilabel:`Recurring Tasks`.
Set up task recurrence
----------------------
In an existing task, press the :guilabel:`Recurrent` button next to the :guilabel:`Planned date`.
Then, configure :guilabel:`Repeat Every` field according to your needs.
A new task in recurrence will be created once either of this conditions is met:
- Previous task in recurrence has been closed.
- On the day of the planned recurrence.
The new task is created on your project dashboard with the following configuration:
- :guilabel:`Stage`: first stage of the project dashboard (:guilabel:`New` or equivalent);
- :guilabel:`Name`, :guilabel:`Description`, :guilabel:`Project`, :guilabel:`Assignees`,
:guilabel:`Customer`, :guilabel:`Tags`: copied from the original task;
- :guilabel:`Milestones`, :guilabel:`Deadline`, :guilabel:`Timesheets`, :guilabel:`Chatter`,
:guilabel:`Activities`, :guilabel:`Subtasks`: those fields are not copied;
- A **smart button** on the task displays the total number of existing recurrences.
Edit or stop task recurrence
----------------------------
**To edit** the recurrence, open the last task in recurrence. Any changes made on the task will be
applied to the tasks that will be created in the future.
**To stop** the recurrence, open the last task in recurrence and press the :guilabel:`Recurrent`
button next to the :guilabel:`Planned date`.

Binary file not shown.

After

Width:  |  Height:  |  Size: 14 KiB