diff --git a/content/applications/services/project/tasks.rst b/content/applications/services/project/tasks.rst index 5b6dc55b7..66434bedd 100644 --- a/content/applications/services/project/tasks.rst +++ b/content/applications/services/project/tasks.rst @@ -8,3 +8,4 @@ Tasks :titlesonly: tasks/email_alias + tasks/recurring_tasks diff --git a/content/applications/services/project/tasks/recurring_tasks.rst b/content/applications/services/project/tasks/recurring_tasks.rst new file mode 100644 index 000000000..d8e61fd15 --- /dev/null +++ b/content/applications/services/project/tasks/recurring_tasks.rst @@ -0,0 +1,53 @@ +=============== +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 `_ + +Configuration +============= + +To enable recurring tasks, go to :menuselection:`Project --> Configuration --> Settings`, +then activate :guilabel:`Recurring Tasks`, and :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, go to the :guilabel:`Recurrent` tab, then check the :guilabel:`Recurrent` box. +A set of options allows you to configure the frequency: :guilabel:`Days`, :guilabel:`Weeks`, +:guilabel:`Months`, :guilabel:`Years`, and the number of repetitions. + +On the scheduled recurrency date, a 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`: those fields are not copied; +- :guilabel:`Subtasks`: copied from the original task, which becomes a parent of all the tasks in + recurrence; +- A **smart button** on the task displays the total number of existing recurrences. + +.. tip:: + To see the task in your project dashboard before the scheduled date, consider setting up the + recurrence date to a day earlier. + +Edit or stop task recurrence +---------------------------- + +**To edit** the recurrence, open the task: a blue banner invites you to choose whether you wish to +apply your changes to this task only or to a sequence of tasks. + +**To stop** the recurrence, open the task, then go to the :guilabel:`Recurrency` tab and uncheck +:guilabel:`Recurrent`. diff --git a/content/applications/services/project/tasks/recurring_tasks/project-settings.png b/content/applications/services/project/tasks/recurring_tasks/project-settings.png new file mode 100644 index 000000000..714a521f5 Binary files /dev/null and b/content/applications/services/project/tasks/recurring_tasks/project-settings.png differ