461b4565c5
closes odoo/documentation#11706
Task-id: 3601222
X-original-commit: cb0cce2498
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Zuzanna Luczynska (zulu) <zulu@odoo.com>
50 lines
2.1 KiB
ReStructuredText
50 lines
2.1 KiB
ReStructuredText
===============
|
|
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`.
|
|
|
|
Set up task recurrence
|
|
----------------------
|
|
|
|
In an existing task, click the :icon:`fa-repeat` (:guilabel:`Recurrent`) button next to the
|
|
:guilabel:`Deadline` field. Then, configure the :guilabel:`Repeat Every` field according to your
|
|
needs.
|
|
|
|
A new task in recurrence will be created once the status of the previous task is set to
|
|
:guilabel:`Done` or :guilabel:`Canceled`.
|
|
|
|
The new task is created on the project dashboard with the following configuration:
|
|
|
|
- :guilabel:`Stage`: is set to the first stage of the project dashboard (:guilabel:`New` or
|
|
equivalent);
|
|
- :guilabel:`Name`, :guilabel:`Description`, :guilabel:`Project`, :guilabel:`Assignees`,
|
|
:guilabel:`Customer`, :guilabel:`Tags`: are copied from the original task;
|
|
- :guilabel:`Deadline`: is updated based on the :guilabel:`Repeat Every` field (e.g., if the task is
|
|
set to repeat once a week, 7 days will be added to the deadline);
|
|
- :guilabel:`Milestones`, :guilabel:`Timesheets`, :guilabel:`Chatter`,
|
|
:guilabel:`Activities`, :guilabel:`Subtasks`: are **not** copied from the original task.
|
|
|
|
Once a recurrence is configured, 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`.
|